UWM

Udine Wealth Management Portfolio holdings

AUM $212M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$39.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$2.45M
3
+$2.35M
4
UPS icon
United Parcel Service
UPS
+$2.23M
5
OSCR icon
Oscar Health
OSCR
+$1.32M

Top Sells

1
+$2.59M
2
+$2.28M
3
+$1.96M
4
PYPL icon
PayPal
PYPL
+$1.63M
5
LMND icon
Lemonade
LMND
+$1.12M

Sector Composition

1 Financials 29.14%
2 Technology 26.39%
3 Consumer Discretionary 9.6%
4 Communication Services 5.66%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 14.6%
301,570
-5,163
2
$22.3M 11.76%
+15,259
3
$20M 10.53%
40,111
+170
4
$14.2M 7.5%
69,214
+1,825
5
$11.9M 6.28%
107,750
6
$10.7M 5.66%
60,804
+1,272
7
$10.3M 5.45%
218,149
+316
8
$8.92M 4.71%
30,752
-2,042
9
$5.12M 2.7%
32,412
-1,877
10
$5.06M 2.67%
54,040
-27,700
11
$4.84M 2.56%
22,078
+1,395
12
$3.56M 1.88%
58,132
+502
13
$3.4M 1.79%
10,690
+176
14
$3.36M 1.77%
24,634
-5,534
15
$3.09M 1.63%
16,411
+481
16
$2.85M 1.5%
207,504
+572
17
$2.52M 1.33%
58,721
+16,270
18
$2.51M 1.32%
26,887
-7,754
19
$2.45M 1.29%
+12,955
20
$2.35M 1.24%
+7,529
21
$2.34M 1.24%
65,491
+1,411
22
$2.34M 1.23%
104,274
+3,713
23
$2.23M 1.18%
+22,140
24
$2.23M 1.18%
6,092
+194
25
$2.19M 1.16%
20,334
+366
1
2