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
$114M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.15M
3
+$948K
4
IAU icon
iShares Gold Trust
IAU
+$818K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$761K

Top Sells

1
+$2.92M
2
+$1.22M
3
+$1.02M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$935K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$824K

Sector Composition

1 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.26%
11,715
-279
27
$1.4M 1.22%
2,480
-65
28
$1.38M 1.21%
5,971
-55
29
$1.33M 1.16%
48,802
+3,528
30
$1.23M 1.07%
19,371
+7,232
31
$1.2M 1.05%
12,093
-364
32
$1.13M 0.99%
34,083
+742
33
$915K 0.8%
7,704
-3,224
34
$889K 0.78%
16,330
+406
35
$888K 0.78%
19,005
-2,303
36
$867K 0.76%
1,529
-138
37
$865K 0.76%
22,419
38
$821K 0.72%
22,097
-451
39
$723K 0.63%
54,168
+5,259
40
$652K 0.57%
2,964
-73
41
$600K 0.52%
6,311
+16
42
$583K 0.51%
14,199
-5,121
43
$581K 0.51%
11,681
+2,406
44
$511K 0.45%
24,643
-10,571
45
$494K 0.43%
4,542
-2,204
46
$466K 0.41%
19,483
+4,458
47
$453K 0.4%
12,172
48
$406K 0.36%
7,907
+1,696
49
$389K 0.34%
+7,602
50
$379K 0.33%
17,076
-903
1
2
3