Upper Left Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total International Bond ETF
BNDX
|
+$5.24M |
| 2 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$3.96M |
| 3 |
Simplify Managed Futures Strategy ETF
CTA
|
+$3.57M |
| 4 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$2.05M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.65M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco CurrencyShares Euro Currency Trust
FXE
|
+$1.79M |
| 2 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$1.56M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$1.41M |
| 4 |
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
|
+$1.3M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$626K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.15% |
Similar funds
Upper Left Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Upper Left Wealth Management held 65 positions worth $139M, up 19% from $117M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Upper Left Wealth Management deployed $17.8M of net new capital in Q1 2025, opening 8 new positions and adding to 24 existing holdings. Its largest new stake was iMGP DBi Managed Futures Strategy ETF: 151,882 shares worth $3.84M.
By sector, the portfolio is most concentrated in Technology at 0.15% of assets, down from 0.24% a quarter earlier.
On the sell side, the largest reduction was iShares Core International Aggregate Bond Fund, an estimated $1.56M trimmed.
- Upper Left Wealth Management's largest Q1 2025 buy was iMGP DBi Managed Futures Strategy ETF: 151,882 shares worth $3.84M.
- Upper Left Wealth Management added most to Vanguard Total International Bond ETF in Q1 2025, an estimated $5.24M increase.
- Upper Left Wealth Management's biggest Q1 2025 reduction was iShares Core International Aggregate Bond Fund, cutting an estimated $1.56M.
- Upper Left Wealth Management fully exited Invesco CurrencyShares Euro Currency Trust in Q1 2025, selling an estimated $1.79M.
- Upper Left Wealth Management's ten largest holdings make up 43% of its $139M portfolio in Q1 2025.
- Upper Left Wealth Management opened 8 new positions and closed 3 in Q1 2025.
- Upper Left Wealth Management's portfolio value rose 19% quarter-over-quarter to $139M.
Based on Upper Left Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.