UWM

Udine Wealth Management Portfolio holdings

AUM $205M
1-Year Est. Return 37.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$2.39M
3
+$1.4M
4
RKT icon
Rocket Companies
RKT
+$1.36M
5
JOBY icon
Joby Aviation
JOBY
+$1.33M

Top Sells

1
+$2.35M
2
+$2.23M
3
+$1.73M
4
TOST icon
Toast
TOST
+$1.28M
5
PLTR icon
Palantir
PLTR
+$601K

Sector Composition

1 Technology 27.6%
2 Financials 22.29%
3 Consumer Discretionary 10.19%
4 Communication Services 7.43%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 13.8%
313,423
+11,853
2
$21.2M 10.18%
40,973
+862
3
$18M 8.63%
70,651
+1,437
4
$15.5M 7.43%
63,715
+2,911
5
$11.8M 5.66%
106,750
-1,000
6
$11.4M 5.46%
220,505
+2,356
7
$9.8M 4.7%
31,074
+322
8
$8.69M 4.17%
17,277
+866
9
$5.56M 2.67%
29,795
-2,617
10
$5.46M 2.62%
38,148
-15,892
11
$5.33M 2.56%
62,967
+13,684
12
$4.98M 2.39%
22,665
+587
13
$4.81M 2.31%
10,813
+123
14
$3.98M 1.91%
61,169
+3,037
15
$3.82M 1.83%
20,927
-3,707
16
$3.57M 1.71%
106,496
+2,222
17
$3.4M 1.63%
212,436
+4,932
18
$3.26M 1.56%
168,070
+77,736
19
$3.2M 1.54%
66,811
+1,320
20
$2.77M 1.33%
146,555
+85,083
21
$2.72M 1.3%
27,719
+832
22
$2.69M 1.29%
15,763
+504
23
$2.66M 1.28%
13,113
+158
24
$2.64M 1.27%
14,771
-1,119
25
$2.62M 1.26%
6,475
+383
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