ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
This Quarter Return
+4.35%
1 Year Return
+19.57%
3 Year Return
+30.8%
5 Year Return
10 Year Return
AUM
$139M
AUM Growth
+$22.5M
Cap. Flow
+$17.4M
Cap. Flow %
12.49%
Top 10 Hldgs %
43.06%
Holding
64
New
7
Increased
24
Reduced
28
Closed
3
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$432K0.31% 11,942
-230
-2%
-$8.33K
$422K0.3% 21,372
-2,710
-11%
-$53.5K
$346K0.25% 3,453
-80
-2%
-$8.01K
$298K0.21%
+636
New
+$298K
$278K0.2%
+1,050
New
+$278K
$276K0.2% 4,786
$269K0.19% 7,500
-799
-10%
-$28.6K
$240K0.17%
+13,716
New
+$240K
$237K0.17% 3,381
-545
-14%
-$38.3K
$215K0.15%
+2,375
New
+$215K
$209K0.15% 3,000
-18,691
Closed
-$1.79M
-5,024
Closed
-$305K
-36,040
Closed
-$1.3M