ULWM
Upper Left Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
-9.63%
1 Year Return
+19.57%
3 Year Return
+30.8%
5 Year Return
–
10 Year Return
–
AUM
$77M
AUM Growth
+$77M
(-11%)
Cap. Flow
-$2.48M
Cap. Flow
% of AUM
-3.23%
Top 10 Holdings %
Top 10 Hldgs %
48.62%
Holding
52
New
2
Increased
19
Reduced
27
Closed
3
Top Buys
Top Sells
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares MSCI EAFE ETF
EFA
$65.3B
| – | – |
-4,068
| Closed | -$254K |
|
52
ProShares Short VIX Short-Term Futures ETF
SVXY
$242M
| – | – |
-87,800
| Closed | -$2.03M |
|