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
$114M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.15M
3
+$948K
4
IAU icon
iShares Gold Trust
IAU
+$818K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$761K

Top Sells

1
+$2.92M
2
+$1.22M
3
+$1.02M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$935K
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$824K

Sector Composition

1 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.33%
3,736
-487
52
$311K 0.27%
11,763
-1,640
53
$299K 0.26%
2,569
-51
54
$293K 0.26%
4,838
-26
55
$278K 0.24%
3,926
+401
56
$252K 0.22%
+3,747
57
$213K 0.19%
+6,000
58
$56.8K 0.05%
2,988
-524
59
– –
-5,835
60
– –
-3,175
61
– –
-14,751
62
– –
-2,705
63
– –
-3,252
64
– –
-4,451
1 2
3