ULWM

Upper Left Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$295K
3
+$282K
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$234K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$204K

Top Sells

1
+$450K
2
+$416K
3
+$400K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$283K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$250K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 1.44%
16,066
-118
27
$2.24M 1.4%
30,445
+610
28
$1.88M 1.18%
20,931
-90
29
$1.82M 1.14%
2,730
-72
30
$1.64M 1.03%
4,613
-159
31
$1.39M 0.87%
14,294
-10
32
$1.22M 0.76%
4,785
-497
33
$1.22M 0.76%
30,262
-716
34
$1.1M 0.69%
23,507
-492
35
$1.04M 0.65%
37,489
-894
36
$1.03M 0.65%
20,384
+860
37
$1.03M 0.65%
15,605
-579
38
$866K 0.54%
8,675
-30
39
$865K 0.54%
7,235
-67
40
$802K 0.5%
8,772
-47
41
$801K 0.5%
18,712
-482
42
$728K 0.46%
1,188
-10
43
$683K 0.43%
2,822
-256
44
$602K 0.38%
14,122
-94
45
$595K 0.37%
9,604
-104
46
$576K 0.36%
4,844
-188
47
$572K 0.36%
42,579
-362
48
$571K 0.36%
15,519
-1,381
49
$552K 0.35%
12,403
-307
50
$546K 0.34%
25,571
-621
1
2
3