ULWM
Upper Left Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-3.04%
1 Year Return
+19.57%
3 Year Return
+30.8%
5 Year Return
–
10 Year Return
–
AUM
$96.5M
AUM Growth
+$96.5M
(-3.7%)
Cap. Flow
-$18.7M
Cap. Flow
% of AUM
-19.39%
Top 10 Holdings %
Top 10 Hldgs %
46.04%
Holding
56
New
6
Increased
24
Reduced
20
Closed
4
Top Buys
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Small-Cap ETF
VB
$65.6B
| $216K | 0.22% |
+1,006
| New | +$216K |
|
52
iShares Dow Jones US ETF
IYY
$2.55B
| $215K | 0.22% |
1,921
-93
| -5% | -$10.4K |
|
53
iShares Gold Trust
IAU
$51.6B
| – | – |
-248,182
| Closed | -$8.64M |
|
54
iShares 1-3 Year International Treasury Bond ETF
IGOV
$1.11B
| – | – |
-4,229
| Closed | -$213K |
|
55
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$389M
| – | – |
-5,231
| Closed | -$205K |
|
56
SPDR Portfolio Emerging Markets ETF
SPEM
$13.1B
| – | – |
-21,483
| Closed | -$902K |
|