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
$96.1M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$2.39M
3
+$2.16M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$608K

Top Sells

1
+$2.27M
2
+$1.75M
3
+$1.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$220K

Sector Composition

1 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 1.02%
5,743
-303
27
$923K 0.96%
11,807
-150
28
$895K 0.93%
8,629
+44
29
$802K 0.83%
53,651
-151,609
30
$759K 0.79%
17,355
-820
31
$736K 0.77%
18,763
+323
32
$707K 0.74%
14,862
+909
33
$703K 0.73%
1,637
-170
34
$632K 0.66%
18,833
-503
35
$615K 0.64%
19,819
-1,517
36
$497K 0.52%
4,961
-42
37
$466K 0.48%
7,871
-242
38
$462K 0.48%
9,649
-65
39
$445K 0.46%
1,633
-2,375
40
$443K 0.46%
2,509
-60
41
$417K 0.43%
5,505
-550
42
$416K 0.43%
20,962
-98
43
$415K 0.43%
15,644
+119
44
$403K 0.42%
4,273
+850
45
$389K 0.41%
10,474
+309
46
$375K 0.39%
5,904
-347
47
$371K 0.39%
5,897
+460
48
$341K 0.35%
14,327
+1,788
49
$327K 0.34%
7,736
+114
50
$322K 0.33%
18,188
+4,425
1
2
3