ULWM
Upper Left Wealth Management Portfolio holdings
AUM
$150M
This Quarter Return
+7.91%
1 Year Return
+19.57%
3 Year Return
+30.8%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+7.5%)
Cap. Flow
+$681K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
42.66%
Holding
65
New
4
Increased
25
Reduced
32
Closed
1
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$904K |
| 2 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$751K |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$681K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$411K |
| 5 |
Schwab International Small-Cap Equity ETF
SCHC
|
$375K |
Top Sells
Sector Composition
| 1 | Technology | 0.22% |
