ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
This Quarter Return
-0.01%
1 Year Return
+19.57%
3 Year Return
+30.8%
5 Year Return
–
10 Year Return
–
AUM
$110M
AUM Growth
+$110M
Cap. Flow
+$2.61M
Cap. Flow %
2.36%
Top 10 Hldgs %
44.66%
Holding
60
New
3
Increased
32
Reduced
25
Closed
–

Top Buys

1
SCHF icon
Schwab International Equity ETF
SCHF
$321K
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
$275K
3
VPL icon
Vanguard FTSE Pacific ETF
VPL
$241K
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
$226K
5
SCHH icon
Schwab US REIT ETF
SCHH
$218K

Top Sells

1
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
$185K
2
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
$159K
3
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$146K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
$131K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$121K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EZU icon
51
iShare MSCI Eurozone ETF
EZU
$7.87B
$303K 0.27%
6,211
-124
-2% -$6.05K
EMB icon
52
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
$281K 0.25%
3,175
-117
-4% -$10.4K
VWOB icon
53
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.55B
$280K 0.25%
4,451
-326
-7% -$20.5K
IJR icon
54
iShares Core S&P Small-Cap ETF
IJR
$85.2B
$279K 0.25%
2,620
-36
-1% -$3.84K
STIP icon
55
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$269K 0.24%
2,705
-22
-0.8% -$2.19K
USRT icon
56
iShares Core US REIT ETF
USRT
$3.09B
$261K 0.24%
4,864
-6
-0.1% -$321
VPL icon
57
Vanguard FTSE Pacific ETF
VPL
$7.72B
$241K 0.22%
+3,252
New +$241K
VGK icon
58
Vanguard FTSE Europe ETF
VGK
$26.8B
$235K 0.21%
3,525
+98
+3% +$6.54K
EWH icon
59
iShares MSCI Hong Kong ETF
EWH
$711M
$226K 0.2%
+14,751
New +$226K
BITO icon
60
ProShares Bitcoin Strategy ETF
BITO
$2.67B
$79.1K 0.07%
+3,512
New +$79.1K
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