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
$90M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$259K
3
+$204K
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$202K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$201K

Top Sells

1
+$1.63M
2
+$129K
3
+$109K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.8K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$54.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 1.21%
35,699
-233
27
$1.08M 1.2%
6,046
-283
28
$1.03M 1.15%
11,957
-85
29
$924K 1.03%
8,585
-299
30
$839K 0.93%
18,175
-500
31
$805K 0.9%
1,807
-62
32
$750K 0.83%
18,440
+1,780
33
$694K 0.77%
21,336
34
$688K 0.76%
13,953
-104
35
$665K 0.74%
19,336
-91
36
$506K 0.56%
6,055
+1,292
37
$505K 0.56%
8,113
-35
38
$501K 0.56%
5,003
-18
39
$481K 0.53%
2,569
-90
40
$475K 0.53%
9,714
-1,122
41
$446K 0.5%
21,060
-1,336
42
$422K 0.47%
15,525
-790
43
$415K 0.46%
6,251
-107
44
$402K 0.45%
10,165
+1,527
45
$357K 0.4%
5,437
+804
46
$349K 0.39%
7,622
-87
47
$341K 0.38%
3,423
-22
48
$332K 0.37%
9,996
-370
49
$311K 0.35%
12,539
-1,860
50
$307K 0.34%
3,047
-7
1
2
3