ULWM

Upper Left Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$295K
3
+$282K
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$234K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$204K

Top Sells

1
+$450K
2
+$416K
3
+$400K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$283K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$250K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$544K 0.34%
10,614
+530
52
$475K 0.3%
4,271
-72
53
$382K 0.24%
636
54
$345K 0.22%
6,000
55
$338K 0.21%
15,685
+1,619
56
$328K 0.21%
3,270
-83
57
$286K 0.18%
3,274
-130
58
$281K 0.18%
4,779
-7
59
$273K 0.17%
1,050
60
$256K 0.16%
6,230
-777
61
$253K 0.16%
3,304
+130
62
$247K 0.16%
3,094
-40
63
$226K 0.14%
2,373
+19
64
$215K 0.13%
8,408
+77
1 2
3