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
$88.1M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$868K
2 +$740K
3 +$530K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$307K
5
VB icon
Vanguard Small-Cap ETF
VB
+$249K

Top Sells

1 +$1.31M
2 +$269K
3 +$249K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$208K
5
IAU icon
iShares Gold Trust
IAU
+$199K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$273K 0.31%
4,939
-29
52
$260K 0.3%
13,803
+316
53
$249K 0.28%
+1,315
54
-59,246
55
-10,910
56
-9,210