ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$751K
3
+$681K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$411K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$375K

Top Sells

1
+$880K
2
+$620K
3
+$524K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$422K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$331K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VSS icon
26
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
$2.17M 1.45%
16,184
-2,104
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$107B
$2.06M 1.38%
29,835
-2,035
GBTC icon
28
Grayscale Bitcoin Trust
GBTC
$42.6B
$1.78M 1.19%
21,021
+845
SPY icon
29
SPDR S&P 500 ETF Trust
SPY
$660B
$1.73M 1.15%
2,802
+665
GLD icon
30
SPDR Gold Trust
GLD
$135B
$1.45M 0.97%
4,772
-776
IYR icon
31
iShares US Real Estate ETF
IYR
$3.76B
$1.36M 0.9%
14,304
+2,725
VB icon
32
Vanguard Small-Cap ETF
VB
$67B
$1.25M 0.84%
5,282
-625
GWX icon
33
SPDR S&P International Small Cap ETF
GWX
$932M
$1.15M 0.77%
30,978
-2,455
RWX icon
34
SPDR Dow Jones International Real Estate ETF
RWX
$298M
$1.05M 0.7%
38,383
+9,214
SPEM icon
35
SPDR Portfolio Emerging Markets ETF
SPEM
$14.5B
$1.03M 0.68%
23,999
+4,932
IEMG icon
36
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$972K 0.65%
16,184
+2,207
BTC
37
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$932K 0.62%
19,524
+951
IEI icon
38
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$870K 0.58%
7,302
-71
FBTC icon
39
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.1B
$818K 0.55%
8,705
-670
VNQ icon
40
Vanguard Real Estate ETF
VNQ
$34.1B
$785K 0.52%
8,819
+679
SPDW icon
41
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$777K 0.52%
19,194
-2,198
VOO icon
42
Vanguard S&P 500 ETF
VOO
$757B
$681K 0.45%
+1,198
IWM icon
43
iShares Russell 2000 ETF
IWM
$69.9B
$664K 0.44%
3,078
+456
IGOV icon
44
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.13B
$613K 0.41%
14,216
-1,926
EZU icon
45
iShare MSCI Eurozone ETF
EZU
$8.03B
$577K 0.39%
9,708
+748
EBND icon
46
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$561K 0.37%
26,192
-832
PDBC icon
47
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.4B
$560K 0.37%
42,941
-20,476
IJR icon
48
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$550K 0.37%
5,032
+329
FNDC icon
49
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
$534K 0.36%
12,710
+768
SGOL icon
50
abrdn Physical Gold Shares ETF
SGOL
$6.84B
$533K 0.36%
16,900
-3,209
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