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
$110M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$275K
3
+$241K
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$226K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$218K

Top Sells

1
+$185K
2
+$159K
3
+$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 Change
in Stake 		Capital Flow
51
$303K 0.27%
6,211
-124
52
$281K 0.25%
3,175
-117
53
$280K 0.25%
4,451
-326
54
$279K 0.25%
2,620
-36
55
$269K 0.24%
2,705
-22
56
$261K 0.24%
4,864
-6
57
$241K 0.22%
+3,252
58
$235K 0.21%
3,525
+98
59
$226K 0.2%
+14,751
60
$79.1K 0.07%
+3,512
1 2
3