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
$86.4M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$678K
3
+$599K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$540K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$429K

Top Sells

1
+$3.54M
2
+$3.2M
3
+$1.08M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$708K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$520K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.21%
29,656
+1,560
27
$951K 1.1%
9,213
+311
28
$930K 1.08%
45,460
+564
29
$902K 1.04%
2,378
+182
30
$827K 0.96%
19,856
+6,490
31
$782K 0.91%
19,178
+2,626
32
$720K 0.83%
7,844
+1,314
33
$682K 0.79%
19,621
34
$678K 0.78%
+16,582
35
$626K 0.72%
27,896
+417
36
$551K 0.64%
3,253
-46
37
$540K 0.63%
+4,737
38
$496K 0.57%
5,369
+1,523
39
$484K 0.56%
15,930
-445
40
$425K 0.49%
8,243
-1,831
41
$423K 0.49%
14,987
+184
42
$419K 0.49%
4,601
+1,260
43
$360K 0.42%
7,340
44
$347K 0.4%
9,551
+3,563
45
$333K 0.39%
6,312
+1,000
46
$332K 0.38%
5,422
-2,426
47
$260K 0.3%
9,662
-806
48
$260K 0.3%
10,090
-5,538
49
$254K 0.29%
+4,068
50
$203K 0.24%
+2,984
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