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
$96.5M
AUM Growth
-$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$4.66M
3
+$4.05M
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$2.75M
5
QEMM icon
State Street SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
+$1.29M

Top Sells

1
+$8.64M
2
+$3.79M
3
+$3.54M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.95M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$902K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$216K 0.22%
+1,006
52
$215K 0.22%
1,921
-93
53
– –
-248,182
54
– –
-4,229
55
– –
-5,231
56
– –
-21,483
1 2
3