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
$86.4M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$678K
3
+$599K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$540K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$429K

Top Sells

1
+$3.54M
2
+$3.2M
3
+$1.08M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$708K
5
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$520K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,390
52
– –
-5,254
53
– –
-83,757
54
– –
-1,921
55
– –
-1,006
56
– –
-2,918
57
– –
-70,353
1 2
3