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
$96.5M
AUM Growth
-$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.38M
3
+$2.35M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.14M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.07M

Top Sells

1
+$16.9M
2
+$8.64M
3
+$4.05M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$3.54M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$902K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 1.15%
8,902
+5,850
27
$1.02M 1.06%
29,585
+2,400
28
$1.02M 1.05%
44,896
+13,016
29
$1.01M 1.04%
+28,096
30
$999K 1.04%
2,196
-167
31
$802K 0.83%
16,552
-1,450
32
$772K 0.8%
+19,621
33
$758K 0.79%
27,479
-610
34
$685K 0.71%
3,299
+130
35
$628K 0.65%
13,366
-3,166
36
$608K 0.63%
10,074
+2,102
37
$595K 0.62%
+6,530
38
$585K 0.61%
16,375
39
$549K 0.57%
7,848
+64
40
$513K 0.53%
5,254
+2,172
41
$511K 0.53%
14,803
+3,015
42
$419K 0.43%
3,846
-283
43
$414K 0.43%
7,340
-950
44
$412K 0.43%
15,628
-56
45
$369K 0.38%
3,341
-109
46
$335K 0.35%
5,312
47
$304K 0.32%
10,468
-139,538
48
$261K 0.27%
5,988
+466
49
$230K 0.24%
4,390
-4,207
50
$218K 0.23%
2,918
+28
1
2
3