UWM

Udine Wealth Management Portfolio holdings

AUM $208M
1-Year Est. Return 52.32%
This Quarter Est. Return
1 Year Est. Return
+52.32%
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
BIL icon
1
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$27.7M 14.6%
301,570
-5,163
BX icon
2
Blackstone
BX
$116B
$22.3M 11.76%
+15,259
MSFT icon
3
Microsoft
MSFT
$3.91T
$20M 10.53%
40,111
+170
AAPL icon
4
Apple
AAPL
$4.03T
$14.2M 7.5%
69,214
+1,825
SHV icon
5
iShares Short Treasury Bond ETF
SHV
$20.7B
$11.9M 6.28%
107,750
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.41T
$10.7M 5.66%
60,804
+1,272
BAC icon
7
Bank of America
BAC
$389B
$10.3M 5.45%
218,149
+316
JPM icon
8
JPMorgan Chase
JPM
$842B
$8.92M 4.71%
30,752
-2,042
NVDA icon
9
NVIDIA
NVDA
$4.94T
$5.12M 2.7%
32,412
-1,877
HOOD icon
10
Robinhood
HOOD
$123B
$5.06M 2.67%
54,040
-27,700
AMZN icon
11
Amazon
AMZN
$2.38T
$4.84M 2.56%
22,078
+1,395
IBIT icon
12
iShares Bitcoin Trust
IBIT
$81.4B
$3.56M 1.88%
58,132
+502
TSLA icon
13
Tesla
TSLA
$1.46T
$3.4M 1.79%
10,690
+176
PLTR icon
14
Palantir
PLTR
$462B
$3.36M 1.77%
24,634
-5,534
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.03T
$3.09M 1.63%
16,411
+481
NU icon
16
Nu Holdings
NU
$77.6B
$2.85M 1.5%
207,504
+572
DKNG icon
17
DraftKings
DKNG
$15B
$2.52M 1.33%
58,721
+16,270
UBER icon
18
Uber
UBER
$201B
$2.51M 1.32%
26,887
-7,754
RH icon
19
RH
RH
$3.29B
$2.45M 1.29%
+12,955
UNH icon
20
UnitedHealth
UNH
$312B
$2.35M 1.24%
+7,529
RKLB icon
21
Rocket Lab Corp
RKLB
$29.5B
$2.34M 1.24%
65,491
+1,411
INTC icon
22
Intel
INTC
$191B
$2.34M 1.23%
104,274
+3,713
UPS icon
23
United Parcel Service
UPS
$80.6B
$2.23M 1.18%
+22,140
HD icon
24
Home Depot
HD
$378B
$2.23M 1.18%
6,092
+194
XOM icon
25
Exxon Mobil
XOM
$489B
$2.19M 1.16%
20,334
+366
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