ULWM

Upper Left Wealth Management Portfolio holdings

AUM $164M
1-Year Est. Return 20.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$721K
3
+$665K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$625K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$613K

Top Sells

1
+$1.31M
2
+$378K
3
+$237K
4
GLD icon
SPDR Gold Trust
GLD
+$186K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$84.2K

Sector Composition

1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$134B
$2.49M 1.52%
33,011
+2,566
VSS icon
27
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.9B
$2.43M 1.48%
16,961
+895
SPY icon
28
State Street SPDR S&P 500 ETF Trust
SPY
$694B
$1.84M 1.12%
2,693
-37
GLD icon
29
SPDR Gold Trust
GLD
$181B
$1.64M 1%
4,127
-486
GBTC icon
30
Grayscale Bitcoin Trust
GBTC
$29.1B
$1.43M 0.87%
20,957
+26
IYR icon
31
iShares US Real Estate ETF
IYR
$4.2B
$1.34M 0.82%
14,254
-40
GWX icon
32
State Street SPDR S&P International Small Cap ETF
GWX
$875M
$1.33M 0.81%
32,490
+2,228
VB icon
33
Vanguard Small-Cap ETF
VB
$73.4B
$1.17M 0.72%
4,553
-232
RWX icon
34
State Street SPDR Dow Jones International Real Estate ETF
RWX
$298M
$1.11M 0.68%
39,664
+2,175
SPEM icon
35
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.6B
$1.09M 0.67%
23,372
-135
IEMG icon
36
iShares Core MSCI Emerging Markets ETF
IEMG
$141B
$1.01M 0.61%
14,970
-635
BTC
37
Grayscale Bitcoin Mini Trust ETF
BTC
$3.19B
$902K 0.55%
23,287
+2,903
IEI icon
38
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$858K 0.52%
7,186
-49
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$36.7B
$857K 0.52%
9,689
+917
SPDW icon
40
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$37.4B
$802K 0.49%
18,068
-644
VOO icon
41
Vanguard S&P 500 ETF
VOO
$854B
$748K 0.46%
1,192
+4
FBTC icon
42
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.64B
$737K 0.45%
9,667
+992
IGOV icon
43
iShares International Treasury Bond ETF
IGOV
$1.2B
$688K 0.42%
16,512
+2,390
IWM icon
44
iShares Russell 2000 ETF
IWM
$74.1B
$664K 0.41%
2,699
-123
SGOL icon
45
abrdn Physical Gold Shares ETF
SGOL
$8.92B
$619K 0.38%
15,065
-454
EZU icon
46
iShare MSCI Eurozone ETF
EZU
$9.69B
$609K 0.37%
9,506
-98
IJR icon
47
iShares Core S&P Small-Cap ETF
IJR
$95.9B
$569K 0.35%
4,735
-109
PDBC icon
48
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.73B
$553K 0.34%
41,708
-871
FNDC icon
49
Schwab Fundamental International Small Company Index ETF
FNDC
$3.26B
$553K 0.34%
12,403
EBND icon
50
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.31B
$541K 0.33%
25,334
-237
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