ULWM

Upper Left Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 19.57%
This Quarter Est. Return
1 Year Est. Return
+19.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$5.19M
3
+$5.05M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$4.78M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$4.72M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.64M 8.62%
+248,182
2
$5.19M 5.18%
+165,088
3
$5.05M 5.05%
+168,649
4
$4.78M 4.77%
+336,717
5
$4.72M 4.71%
+240,600
6
$4.61M 4.61%
+111,733
7
$4.53M 4.53%
+84,260
8
$4.28M 4.27%
+149,623
9
$4.27M 4.26%
+8,960
10
$4.26M 4.26%
+161,904
11
$4.25M 4.24%
+78,763
12
$4.24M 4.23%
+150,006
13
$3.55M 3.54%
+45,858
14
$3.54M 3.53%
+140,837
15
$3.25M 3.25%
+52,641
16
$3.07M 3.06%
+84,432
17
$2.9M 2.89%
+112,568
18
$2.49M 2.49%
+44,464
19
$1.94M 1.94%
+11,358
20
$1.74M 1.74%
+36,942
21
$1.72M 1.72%
+14,846
22
$1.52M 1.51%
+61,417
23
$1.32M 1.32%
+34,799
24
$1.13M 1.13%
+2,363
25
$998K 1%
+27,185
1
2