ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
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
+$3.99M
2
+$2.38M
3
+$2.35M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.14M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.07M

Top Sells

1
+$16.9M
2
+$8.64M
3
+$4.05M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$3.54M
5
SPEM icon
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