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
$102M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.02M
3
+$928K
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$849K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$310K

Top Sells

1
+$2.1M
2
+$1.12M
3
+$852K
4
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$785K
5
IAU icon
iShares Gold Trust
IAU
+$743K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.37%
7,860
+124
52
$368K 0.36%
3,400
-873
53
$345K 0.34%
9,892
+363
54
$336K 0.33%
17,009
-1,179
55
$316K 0.31%
14,532
-51,667
56
$310K 0.3%
+3,149
57
$306K 0.3%
4,748
-112
58
$302K 0.3%
3,016
-24
59
$298K 0.29%
5,496
+432
60
$239K 0.23%
+3,506
61
$220K 0.22%
5,997
-1,261
62
– –
-10,150
63
– –
-4,203
64
– –
-25,000
1 2
3