ULWM

Upper Left Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.84M
3
+$3.64M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.57M

Top Sells

1
+$1.79M
2
+$1.56M
3
+$1.42M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$1.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$630K

Sector Composition

1 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 1.52%
18,288
+5,966
27
$1.98M 1.42%
31,870
+3,396
28
$1.6M 1.15%
5,548
-291
29
$1.31M 0.94%
20,176
+162
30
$1.31M 0.94%
5,907
-529
31
$1.2M 0.86%
2,137
-322
32
$1.11M 0.8%
11,579
-187
33
$1.07M 0.77%
33,433
-593
34
$871K 0.62%
7,373
-177
35
$864K 0.62%
63,417
-1,976
36
$779K 0.56%
21,392
-705
37
$754K 0.54%
13,977
-4,009
38
$751K 0.54%
19,067
-3,232
39
$737K 0.53%
8,140
+4
40
$714K 0.51%
29,169
-18,941
41
$678K 0.49%
+18,573
42
$675K 0.48%
9,375
+2,993
43
$636K 0.46%
16,142
+2,282
44
$600K 0.43%
20,109
-1,999
45
$542K 0.39%
27,024
+1,687
46
$523K 0.38%
2,622
-302
47
$504K 0.36%
10,074
-31,154
48
$492K 0.35%
4,703
+1,615
49
$483K 0.35%
4,347
-88
50
$477K 0.34%
8,960
-1,641
1
2
3