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
$108M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.97M
3
+$1.95M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.81M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.44M

Top Sells

1
+$2.11M
2
+$1.68M
3
+$971K
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$849K
5
VUG icon
Vanguard Growth ETF
VUG
+$495K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 1.17%
5,508
-542
27
$1.14M 1.05%
34,949
-684
28
$1.12M 1.04%
42,968
-5,380
29
$1.09M 1.01%
26,038
+5,852
30
$1.07M 0.99%
5,179
-115
31
$1.06M 0.98%
+18,513
32
$1.05M 0.98%
11,700
-1,792
33
$776K 0.72%
7,224
-1,207
34
$772K 0.72%
12,803
+4,856
35
$759K 0.7%
14,700
-365
36
$738K 0.68%
20,391
-1,653
37
$731K 0.68%
20,392
38
$727K 0.67%
1,383
-167
39
$658K 0.61%
32,086
+3,717
40
$621K 0.58%
44,750
-3,699
41
$574K 0.53%
14,477
-140
42
$563K 0.52%
2,679
-1,036
43
$544K 0.5%
6,296
-514
44
$484K 0.45%
9,846
+180
45
$467K 0.43%
4,629
-251
46
$343K 0.32%
16,130
-879
47
$337K 0.31%
5,543
-34,819
48
$323K 0.3%
6,335
-1,525
49
$319K 0.3%
13,240
-2,410
50
$310K 0.29%
8,733
-1,159
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2
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