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

Top Buys

1
+$8.04M
2
+$709K
3
+$649K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$562K
5
GWX icon
State Street SPDR S&P International Small Cap ETF
GWX
+$476K

Top Sells

1
+$3.54M
2
+$3.2M
3
+$1.8M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.14M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$759K

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