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
$108M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.97M
3
+$1.95M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.81M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.44M

Top Sells

1
+$2.11M
2
+$1.68M
3
+$971K
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$849K
5
VUG icon
Vanguard Growth ETF
VUG
+$495K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.28%
4,777
-3,020
52
$295K 0.27%
+3,292
53
$294K 0.27%
2,656
-744
54
$278K 0.26%
13,062
-1,470
55
$271K 0.25%
2,727
-422
56
$262K 0.24%
4,870
-626
57
$231K 0.21%
3,427
-1,321
58
– –
-5,882
59
– –
-43,697
60
– –
-5,722
61
– –
-22,310
62
– –
-5,997
63
– –
-3,016
64
– –
-1,593
65
– –
-3,506
1 2
3