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
$77M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$2.03M
2 +$1.44M
3 +$657K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$655K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$575K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,068
52
-175,600