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
$102M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.02M
3
+$928K
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$849K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$310K

Top Sells

1
+$2.1M
2
+$1.12M
3
+$852K
4
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$785K
5
IAU icon
iShares Gold Trust
IAU
+$743K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 1.26%
2,713
-267
27
$1.23M 1.21%
13,492
+1,685
28
$1.13M 1.11%
35,633
+1,124
29
$1.01M 0.99%
5,294
-449
30
$986K 0.97%
20,576
+3,221
31
$906K 0.89%
8,431
-198
32
$849K 0.83%
+43,697
33
$830K 0.81%
20,186
+1,423
34
$781K 0.76%
22,044
+3,211
35
$762K 0.75%
15,065
+203
36
$746K 0.73%
3,715
+1,206
37
$740K 0.73%
1,550
-87
38
$694K 0.68%
20,392
+573
39
$644K 0.63%
48,449
-5,202
40
$604K 0.59%
14,617
+4,143
41
$603K 0.59%
28,369
+7,407
42
$602K 0.59%
6,810
+1,305
43
$497K 0.49%
7,797
-74
44
$495K 0.49%
1,593
-40
45
$487K 0.48%
4,880
-81
46
$477K 0.47%
9,666
+17
47
$461K 0.45%
7,947
+2,129
48
$392K 0.38%
5,882
-22
49
$378K 0.37%
5,722
-175
50
$376K 0.37%
15,650
+6
1
2
3