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

Top Buys

1
+$2.86M
2
+$721K
3
+$627K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$537K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$483K

Top Sells

1
+$2.03M
2
+$1.55M
3
+$728K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$697K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$616K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-4,068
52
– –
-175,600
1 2
3