ULWM
Upper Left Wealth Management Portfolio holdings
AUM
$164M
1-Year Est. Return
20.6%
This Fund
S&P 500
1 Year Est. Return
+20.6%
AUM
$159M
AUM Growth
+$9.42M
(+6.3%)
Holding
64
Top Buys
| 1 | +$411K | |
| 2 | +$295K | |
| 3 | +$282K | |
| 4 |
Simplify Managed Futures Strategy ETF
CTA
|
+$237K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$205K |
Top Sells
| 1 | +$465K | |
| 2 | +$464K | |
| 3 | +$418K | |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$294K |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$265K |
Sector Composition
| 1 | Technology | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core International Aggregate Bond Fund
IAGG
$11.5B
| $544K | 0.34% |
10,614
+530
|
|
||
52
iShares TIPS Bond ETF
TIP
$14.1B
| $475K | 0.3% |
4,271
-72
|
|
||
53
Invesco QQQ Trust
QQQ
$408B
| $382K | 0.24% |
636
|
|
||
54
Pegasystems
PEGA
$7.42B
| $345K | 0.22% |
6,000
|
|
||
55
iShares MSCI Hong Kong ETF
EWH
$717M
| $338K | 0.21% |
15,685
+1,619
|
|
||
56
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.77B
| $328K | 0.21% |
3,270
-83
|
|
||
57
iShares Core MSCI EAFE ETF
IEFA
$173B
| $286K | 0.18% |
3,274
-130
|
|
||
58
iShares Core US REIT ETF
USRT
$3.29B
| $281K | 0.18% |
4,779
-7
|
|
||
59
Vanguard Health Care ETF
VHT
$17.3B
| $273K | 0.17% |
1,050
|
|
||
60
iShares China Large-Cap ETF
FXI
$6.61B
| $256K | 0.16% |
6,230
-777
|
|
||
61
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
| $253K | 0.16% |
3,304
+130
|
|
||
62
Vanguard FTSE Europe ETF
VGK
$30.7B
| $247K | 0.16% |
3,094
-40
|
|
||
63
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
| $226K | 0.14% |
2,373
+19
|
|
||
64
iShares Global REIT ETF
REET
$4.46B
| $215K | 0.13% |
8,408
+77
|
|