ULWM

Upper Left Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$169M
AUM Growth
+$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.15M
3
+$1.03M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$691K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$450K

Top Sells

1
+$2.47M
2
+$1.06M
3
+$432K
4
GLD icon
SPDR Gold Trust
GLD
+$371K
5
PEGA icon
Pegasystems
PEGA
+$358K

Sector Composition

1 Technology 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$145B
$2.77M 1.64%
35,917
+2,906
VSS icon
27
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.7B
$2.6M 1.53%
17,818
+857
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$720B
$1.94M 1.15%
2,989
+296
GLD icon
29
SPDR Gold Trust
GLD
$164B
$1.42M 0.84%
3,299
-828
IYR icon
30
iShares US Real Estate ETF
IYR
$4.46B
$1.33M 0.79%
14,080
-174
GWX icon
31
State Street SPDR S&P International Small Cap ETF
GWX
$921M
$1.27M 0.75%
30,103
-2,387
IEMG icon
32
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$1.15M 0.68%
16,446
+1,476
VB icon
33
Vanguard Small-Cap ETF
VB
$76.9B
$1.11M 0.66%
4,239
-314
SPEM icon
34
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$1.04M 0.62%
22,250
-1,122
RWX icon
35
State Street SPDR Dow Jones International Real Estate ETF
RWX
$290M
$1.02M 0.6%
38,205
-1,459
GBTC icon
36
Grayscale Bitcoin Trust
GBTC
$30.8B
$1.02M 0.6%
19,261
-1,696
IEI icon
37
iShares 3-7 Year Treasury Bond ETF
IEI
$18.8B
$931K 0.55%
7,847
+661
BTC
38
Grayscale Bitcoin Mini Trust ETF
BTC
$3.38B
$903K 0.53%
30,097
+6,810
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$37.3B
$858K 0.51%
9,672
-17
FBTC icon
40
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
$772K 0.46%
13,081
+3,414
IGOV icon
41
iShares International Treasury Bond ETF
IGOV
$1.17B
$769K 0.45%
18,728
+2,216
IAGG icon
42
iShares Core International Aggregate Bond Fund
IAGG
$13.1B
$756K 0.45%
15,101
+4,314
VOO icon
43
Vanguard S&P 500 ETF
VOO
$893B
$700K 0.41%
1,172
-20
SPDW icon
44
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.5B
$694K 0.41%
15,198
-2,870
IJR icon
45
iShares Core S&P Small-Cap ETF
IJR
$101B
$688K 0.41%
5,532
+797
EZU icon
46
iShare MSCI Eurozone ETF
EZU
$9.77B
$686K 0.41%
10,950
+1,444
PDBC icon
47
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.46B
$672K 0.4%
38,819
-2,889
IWM icon
48
iShares Russell 2000 ETF
IWM
$77.2B
$607K 0.36%
2,448
-251
EBND icon
49
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.36B
$578K 0.34%
28,028
+2,694
BITB icon
50
Bitwise Bitcoin ETF
BITB
$2.97B
$570K 0.34%
15,489
+9,862
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