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

Top Buys

1
+$876K
2
+$708K
3
+$525K
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$306K
5
VB icon
Vanguard Small-Cap ETF
VB
+$255K

Top Sells

1
+$1.31M
2
+$269K
3
+$249K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$205K
5
IAU icon
iShares Gold Trust
IAU
+$191K

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
– –
-9,210
55
– –
-59,246
56
– –
-10,910
1 2
3