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
$117M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$427K
3
+$324K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$305K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$299K

Top Sells

1
+$261K
2
+$252K
3
+$185K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$106K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$105K

Sector Composition

1 Technology 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.27%
20,014
+1,009
27
$1.44M 1.23%
2,459
-21
28
$1.41M 1.21%
5,839
-132
29
$1.41M 1.21%
12,322
+607
30
$1.33M 1.13%
2,254
+725
31
$1.3M 1.12%
36,040
-5,124
32
$1.11M 0.95%
48,110
-692
33
$1.09M 0.94%
11,766
-327
34
$1.05M 0.9%
34,026
-57
35
$939K 0.8%
17,986
+1,656
36
$872K 0.75%
7,550
-154
37
$856K 0.73%
22,299
-120
38
$849K 0.73%
65,393
+11,225
39
$754K 0.65%
22,097
40
$725K 0.62%
8,136
+1,825
41
$646K 0.55%
2,924
-40
42
$557K 0.48%
11,360
-321
43
$554K 0.47%
22,108
+2,625
44
$533K 0.46%
13,860
-339
45
$521K 0.45%
6,382
-1,220
46
$500K 0.43%
10,601
+2,694
47
$495K 0.42%
25,337
+694
48
$473K 0.4%
4,435
-107
49
$465K 0.4%
24,082
+7,006
50
$416K 0.36%
12,172
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