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
$96.1M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$2.39M
3
+$2.16M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$608K

Top Sells

1
+$2.27M
2
+$1.75M
3
+$1.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$220K

Sector Composition

1 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.32%
5,818
+1,184
52
$306K 0.32%
9,529
-467
53
$306K 0.32%
3,040
-7
54
$282K 0.29%
4,860
+149
55
$253K 0.26%
7,258
+1,757
56
$252K 0.26%
+4,203
57
$239K 0.25%
+5,064
58
$239K 0.25%
1,263
-63
59
$217K 0.23%
+25,000
60
$140K 0.15%
10,150
-1,745
1 2
3