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
$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
VSS icon
26
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.91B
$2.11M 1.52%
18,288
+5,966
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$108B
$1.98M 1.42%
31,870
+3,396
GLD icon
28
SPDR Gold Trust
GLD
$140B
$1.6M 1.15%
5,548
-291
GBTC icon
29
Grayscale Bitcoin Trust
GBTC
$44.4B
$1.31M 0.94%
20,176
+162
VB icon
30
Vanguard Small-Cap ETF
VB
$67.9B
$1.31M 0.94%
5,907
-529
SPY icon
31
SPDR S&P 500 ETF Trust
SPY
$667B
$1.2M 0.86%
2,137
-322
IYR icon
32
iShares US Real Estate ETF
IYR
$3.8B
$1.11M 0.8%
11,579
-187
GWX icon
33
SPDR S&P International Small Cap ETF
GWX
$942M
$1.07M 0.77%
33,433
-593
IEI icon
34
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
$871K 0.62%
7,373
-177
PDBC icon
35
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.44B
$864K 0.62%
63,417
-1,976
SPDW icon
36
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.9B
$779K 0.56%
21,392
-705
IEMG icon
37
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$754K 0.54%
13,977
-4,009
SPEM icon
38
SPDR Portfolio Emerging Markets ETF
SPEM
$14.6B
$751K 0.54%
19,067
-3,232
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$34.5B
$737K 0.53%
8,140
+4
RWX icon
40
SPDR Dow Jones International Real Estate ETF
RWX
$299M
$714K 0.51%
29,169
-18,941
BTC
41
Grayscale Bitcoin Mini Trust ETF
BTC
$4.84B
$678K 0.49%
+18,573
FBTC icon
42
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$675K 0.48%
9,375
+2,993
IGOV icon
43
iShares International Treasury Bond ETF
IGOV
$1.13B
$636K 0.46%
16,142
+2,282
SGOL icon
44
abrdn Physical Gold Shares ETF
SGOL
$7.09B
$600K 0.43%
20,109
-1,999
EBND icon
45
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.15B
$542K 0.39%
27,024
+1,687
IWM icon
46
iShares Russell 2000 ETF
IWM
$71.2B
$523K 0.38%
2,622
-302
IAGG icon
47
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
$504K 0.36%
10,074
-31,154
IJR icon
48
iShares Core S&P Small-Cap ETF
IJR
$86.1B
$492K 0.35%
4,703
+1,615
TIP icon
49
iShares TIPS Bond ETF
TIP
$13.9B
$483K 0.35%
4,347
-88
EZU icon
50
iShare MSCI Eurozone ETF
EZU
$8.07B
$477K 0.34%
8,960
-1,641
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