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
$84.6M
AUM Growth
+$7.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.01M
3
+$1.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.83M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.02M

Top Sells

1
+$16.4M
2
+$2.26M
3
+$1M
4
QEMM icon
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
+$617K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$593K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 1.28%
12,869
-158
27
$1.02M 1.2%
9,908
-444
28
$1.02M 1.2%
+4,776
29
$977K 1.16%
9,182
-300
30
$859K 1.02%
2,236
-237
31
$758K 0.9%
18,063
-8,472
32
$756K 0.89%
16,183
+8,023
33
$709K 0.84%
+21,498
34
$700K 0.83%
23,562
-3,453
35
$615K 0.73%
15,779
-4,487
36
$534K 0.63%
3,061
-206
37
$522K 0.62%
+18,458
38
$466K 0.55%
22,655
-22,353
39
$464K 0.55%
7,603
+2,404
40
$432K 0.51%
13,805
+290
41
$421K 0.5%
+6,496
42
$416K 0.49%
5,042
+1,403
43
$414K 0.49%
10,567
+1,798
44
$409K 0.48%
15,292
-22,143
45
$363K 0.43%
+5,735
46
$333K 0.39%
3,514
-314
47
$311K 0.37%
7,879
+400
48
$283K 0.33%
+2,835
49
$269K 0.32%
10,910
-990
50
$266K 0.31%
4,800
-739
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