ULWM
Upper Left Wealth Management Portfolio holdings
AUM $139M
AUM
$139M
AUM Growth
+$22.5M (+19%)
Cap. Flow
+$20.8M
Cap. Flow % of AUM
14.93%
Top 10 Holdings %Top 10 Hldgs %
43.06%
Holding
64
New
7
Increased
24
Reduced
28
Closed
3
Top Buys
| 1 | $5.23M | |
| 2 | $3.84M | |
| 3 | $3.64M | |
| 4 | $2.07M | |
| 5 | $1.57M |
Top Sells
| 1 | $1.56M | |
| 2 | $1.42M | |
| 3 | $630K | |
| 4 | $464K | |
| 5 | $407K |
Sector Composition
| 1 | Technology | 0.15% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $432K | 0.31% | 11,942 -230 | -2% | -$8.33K | |||
| $422K | 0.3% | 21,372 -2,710 | -11% | -$53.5K | |||
| $346K | 0.25% | 3,453 -80 | -2% | -$8.01K | |||
| $298K | 0.21% | 636 | New | +$298K | |||
| $278K | 0.2% | 1,050 | New | +$278K | |||
| $276K | 0.2% | 4,786 | – | – | |||
| $269K | 0.19% | 7,500 -799 | -10% | -$28.6K | |||
| $240K | 0.17% | 13,716 | New | +$240K | |||
| $237K | 0.17% | 3,381 -545 | -14% | -$38.3K | |||
| $215K | 0.15% | 2,375 | New | +$215K | |||
| $209K | 0.15% | 3,000 | – | – | |||
| $0 | 0% | 0 -18,691 | Closed | – | |||
| $0 | 0% | 0 -5,024 | Closed | – | |||
| $0 | 0% | 0 -36,040 | Closed | – |
