ULWM
Upper Left Wealth Management Portfolio holdings
AUM $139M
AUM
$139M
AUM Growth
+$22.5M (+19%)
Cap. Flow
+$20.8M
Cap. Flow % of AUM
14.93%
Top 10 Holdings %Top 10 Hldgs %
43.06%
Holding
64
New
7
Increased
24
Reduced
28
Closed
3
Top Buys
| 1 | $5.23M | |
| 2 | $3.84M | |
| 3 | $3.64M | |
| 4 | $2.07M | |
| 5 | $1.57M |
Top Sells
| 1 | $1.56M | |
| 2 | $1.42M | |
| 3 | $630K | |
| 4 | $464K | |
| 5 | $407K |
Sector Composition
| 1 | Technology | 0.15% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.11M | 1.52% | 18,288 +5,966 | +48% | +$690K | |||
| $1.98M | 1.42% | 31,870 +3,396 | +12% | +$211K | |||
| $1.6M | 1.15% | 5,548 -291 | -5% | -$83.8K | |||
| $1.31M | 0.94% | 20,176 +162 | +0.8% | +$10.6K | |||
| $1.31M | 0.94% | 5,907 -529 | -8% | -$117K | |||
| $1.2M | 0.86% | 2,137 -322 | -13% | -$180K | |||
| $1.11M | 0.8% | 11,579 -187 | -2% | -$17.9K | |||
| $1.07M | 0.77% | 33,433 -593 | -2% | -$19K | |||
| $871K | 0.62% | 7,373 -177 | -2% | -$20.9K | |||
| $864K | 0.62% | 63,417 -1,976 | -3% | -$26.9K | |||
| $779K | 0.56% | 21,392 -705 | -3% | -$25.7K | |||
| $754K | 0.54% | 13,977 -4,009 | -22% | -$216K | |||
| $751K | 0.54% | 19,067 -3,232 | -14% | -$127K | |||
| $737K | 0.53% | 8,140 +4 | +0.1% | +$362 | |||
| $714K | 0.51% | 29,169 -18,941 | -39% | -$464K | |||
| $678K | 0.49% | 18,573 | New | +$678K | |||
| $675K | 0.48% | 9,375 +2,993 | +47% | +$215K | |||
| $636K | 0.46% | 16,142 +2,282 | +16% | +$90K | |||
| $600K | 0.43% | 20,109 -1,999 | -9% | -$59.6K | |||
| $542K | 0.39% | 27,024 +1,687 | +7% | +$33.9K | |||
| $523K | 0.38% | 2,622 -302 | -10% | -$60.2K | |||
| $504K | 0.36% | 10,074 -31,154 | -76% | -$1.56M | |||
| $492K | 0.35% | 4,703 +1,615 | +52% | +$169K | |||
| $483K | 0.35% | 4,347 -88 | -2% | -$9.78K | |||
| $477K | 0.34% | 8,960 -1,641 | -15% | -$87.4K |
