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
$90M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$259K
3
+$204K
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$202K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$201K

Top Sells

1
+$1.63M
2
+$129K
3
+$109K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.8K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$54.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$291K 0.32%
4,711
-58
52
$264K 0.29%
1,326
+11
53
$260K 0.29%
4,634
-305
54
$253K 0.28%
13,763
-40
55
$204K 0.23%
+5,501
56
$202K 0.22%
+11,895
1 2
3