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
$77M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$659K
3
+$553K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$504K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$457K

Top Sells

1
+$2.03M
2
+$1.44M
3
+$657K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$655K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$575K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$987K 1.28%
26,535
+7,357
27
$982K 1.28%
10,352
+1,139
28
$922K 1.2%
37,435
+22,448
29
$907K 1.18%
2,473
+95
30
$901K 1.17%
33,916
-16,861
31
$865K 1.12%
45,008
-452
32
$750K 0.97%
20,266
+410
33
$714K 0.93%
27,015
-11,100
34
$617K 0.8%
19,621
35
$615K 0.8%
31,807
+3,911
36
$553K 0.72%
3,267
+14
37
$518K 0.67%
7,281
-563
38
$457K 0.59%
+5,647
39
$375K 0.49%
13,515
-2,415
40
$357K 0.46%
8,160
+820
41
$343K 0.45%
3,828
-1,541
42
$327K 0.42%
8,769
-7,813
43
$315K 0.41%
6,731
-1,512
44
$304K 0.4%
5,199
-223
45
$298K 0.39%
3,639
-962
46
$295K 0.38%
11,900
+1,810
47
$262K 0.34%
5,539
-773
48
$245K 0.32%
7,479
-2,072
49
$227K 0.3%
9,048
-614
50
– –
-2,984
1
2
3