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
$110M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$275K
3
+$241K
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$226K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$218K

Top Sells

1
+$185K
2
+$159K
3
+$146K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$131K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$121K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.17%
6,026
+847
27
$1.26M 1.14%
10,928
-208
28
$1.24M 1.12%
5,709
+201
29
$1.09M 0.99%
12,457
+757
30
$1.09M 0.98%
45,274
+2,306
31
$1.06M 0.96%
33,341
-1,608
32
$1.02M 0.93%
21,308
+2,795
33
$912K 0.82%
1,667
+284
34
$852K 0.77%
15,924
+1,224
35
$845K 0.76%
22,419
+2,028
36
$791K 0.71%
22,548
+2,156
37
$746K 0.67%
19,320
+4,843
38
$732K 0.66%
12,139
-664
39
$720K 0.65%
6,746
-478
40
$700K 0.63%
35,214
+3,128
41
$687K 0.62%
48,909
+4,159
42
$616K 0.56%
3,037
+358
43
$527K 0.48%
6,295
-1
44
$451K 0.41%
9,275
-571
45
$423K 0.38%
12,172
+3,439
46
$423K 0.38%
4,223
-406
47
$392K 0.35%
5,835
+292
48
$356K 0.32%
17,979
+4,917
49
$348K 0.31%
13,403
+163
50
$334K 0.3%
15,025
-1,105
1
2
3