ULWM

Upper Left Wealth Management Portfolio holdings

AUM $164M
1-Year Est. Return 20.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$738K
3
+$630K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$380K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$341K

Top Sells

1
+$874K
2
+$644K
3
+$492K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$422K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$329K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.45%
16,184
-2,104
27
$2.06M 1.38%
29,835
-2,035
28
$1.78M 1.19%
21,021
+845
29
$1.73M 1.16%
2,802
+665
30
$1.45M 0.97%
4,772
-776
31
$1.36M 0.9%
14,304
+2,725
32
$1.25M 0.84%
5,282
-625
33
$1.15M 0.77%
30,978
-2,455
34
$1.05M 0.7%
38,383
+9,214
35
$1.03M 0.68%
23,999
+4,932
36
$972K 0.65%
16,184
+2,207
37
$932K 0.62%
19,524
+951
38
$870K 0.58%
7,302
-71
39
$818K 0.55%
8,705
-670
40
$785K 0.52%
8,819
+679
41
$777K 0.52%
19,194
-2,198
42
$681K 0.45%
+1,198
43
$664K 0.44%
3,078
+456
44
$613K 0.41%
14,216
-1,926
45
$577K 0.39%
9,708
+748
46
$561K 0.37%
26,192
-832
47
$560K 0.37%
42,941
-20,476
48
$550K 0.37%
5,032
+329
49
$534K 0.36%
12,710
+768
50
$533K 0.36%
16,900
-3,209
1
2
3