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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$5.19M
3
+$5.05M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.78M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.72M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$927K 0.93%
+18,002
27
$902K 0.9%
+21,483
28
$828K 0.83%
+16,532
29
$801K 0.8%
+28,089
30
$779K 0.78%
+31,880
31
$712K 0.71%
+3,169
32
$617K 0.62%
+16,375
33
$604K 0.6%
+7,784
34
$511K 0.51%
+7,972
35
$502K 0.5%
+8,290
36
$478K 0.48%
+4,129
37
$474K 0.47%
+8,597
38
$440K 0.44%
+15,684
39
$420K 0.42%
+11,788
40
$412K 0.41%
+3,052
41
$400K 0.4%
+3,450
42
$367K 0.37%
+5,312
43
$336K 0.34%
+3,082
44
$305K 0.3%
+10,046
45
$274K 0.27%
+5,522
46
$238K 0.24%
+2,014
47
$226K 0.23%
+2,890
48
$213K 0.21%
+4,229
49
$212K 0.21%
+3,373
50
$205K 0.2%
+5,231
1
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