ULWM

Upper Left Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.84M
3
+$3.64M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.57M

Top Sells

1
+$1.79M
2
+$1.56M
3
+$1.42M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$1.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$630K

Sector Composition

1 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.31%
11,942
-230
52
$422K 0.3%
21,372
-2,710
53
$346K 0.25%
3,453
-80
54
$298K 0.21%
+636
55
$278K 0.2%
+1,050
56
$276K 0.2%
4,786
57
$269K 0.19%
7,500
-799
58
$240K 0.17%
+13,716
59
$237K 0.17%
3,381
-545
60
$215K 0.15%
+2,375
61
$209K 0.15%
6,000
62
– –
-18,691
63
– –
-5,024
64
– –
-36,040
1 2
3