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
$117M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$427K
3
+$324K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$305K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$299K

Top Sells

1
+$261K
2
+$252K
3
+$185K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$106K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$105K

Sector Composition

1 Technology 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.3%
3,088
+519
52
$353K 0.3%
3,533
-203
53
$305K 0.26%
+5,024
54
$280K 0.24%
6,000
55
$274K 0.23%
4,786
-52
56
$253K 0.22%
8,299
-3,464
57
$249K 0.21%
3,926
58
– –
-2,988
59
– –
-3,747
1 2
3