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
$84.6M
AUM Growth
+$7.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$2.01M
3
+$1.83M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.83M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.02M

Top Sells

1
+$16.4M
2
+$2.26M
3
+$1M
4
QEMM icon
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
+$617K
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$593K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.3%
4,968
-1,763
52
$249K 0.29%
9,210
-83,367
53
$236K 0.28%
+13,487
54
– –
-5,647
55
– –
-7,281
56
– –
-19,621
57
– –
-29,225
1 2
3