ULWM

Upper Left Wealth Management Portfolio holdings

AUM $164M
1-Year Est. Return 20.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$836K
2
+$738K
3
+$630K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$380K
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$341K

Top Sells

1
+$874K
2
+$644K
3
+$492K
4
IFGL icon
iShares International Developed Real Estate ETF
IFGL
+$422K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$329K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K 0.34%
10,084
+10
52
$478K 0.32%
4,343
-4
53
$351K 0.23%
636
54
$336K 0.22%
3,353
-100
55
$325K 0.22%
6,000
56
$284K 0.19%
+3,404
57
$279K 0.19%
14,066
+350
58
$271K 0.18%
4,786
59
$261K 0.17%
1,050
60
$258K 0.17%
7,007
-493
61
$243K 0.16%
3,134
-247
62
$231K 0.15%
+3,174
63
$218K 0.15%
2,354
-21
64
$206K 0.14%
+8,331
65
– –
-21,372
1 2
3