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
$164M
AUM Growth
+$4.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$721K
3
+$665K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$625K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$613K

Top Sells

1
+$1.31M
2
+$378K
3
+$237K
4
GLD icon
SPDR Gold Trust
GLD
+$186K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$84.2K

Sector Composition

1 Technology 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAGG icon
51
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$539K 0.33%
10,787
+173
TIP icon
52
iShares TIPS Bond ETF
TIP
$14.3B
$535K 0.33%
4,871
+600
USRT icon
53
iShares Core US REIT ETF
USRT
$3.63B
$401K 0.24%
7,045
+2,266
QQQ icon
54
Invesco QQQ Trust
QQQ
$400B
$398K 0.24%
648
+12
PEGA icon
55
Pegasystems
PEGA
$7.95B
$358K 0.22%
6,000
EWH icon
56
iShares MSCI Hong Kong ETF
EWH
$753M
$338K 0.21%
15,896
+211
GBIL icon
57
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.12B
$315K 0.19%
3,148
-122
FXI icon
58
iShares China Large-Cap ETF
FXI
$6.04B
$308K 0.19%
8,052
+1,822
VHT icon
59
Vanguard Health Care ETF
VHT
$17.5B
$302K 0.18%
1,050
IEFA icon
60
iShares Core MSCI EAFE ETF
IEFA
$176B
$293K 0.18%
3,274
SCZ icon
61
iShares MSCI EAFE Small-Cap ETF
SCZ
$14B
$275K 0.17%
3,551
+247
BITB icon
62
Bitwise Bitcoin ETF
BITB
$2.81B
$268K 0.16%
+5,627
MU icon
63
Micron Technology
MU
$451B
$266K 0.16%
+933
VGK icon
64
Vanguard FTSE Europe ETF
VGK
$30.8B
$253K 0.15%
3,024
-70
EMB icon
65
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.3B
$227K 0.14%
2,356
-17
REET icon
66
iShares Global REIT ETF
REET
$4.72B
$226K 0.14%
9,039
+631
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