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
$96.5M
AUM Growth
-$3.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.38M
3
+$2.35M
4
SVXY icon
ProShares Short VIX Short-Term Futures ETF
SVXY
+$2.14M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$1.07M

Top Sells

1
+$16.9M
2
+$8.64M
3
+$4.05M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$3.54M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$902K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.73M 5.94%
323,739
-12,978
2
$4.99M 5.17%
165,924
+836
3
$4.83M 5.01%
170,604
+1,955
4
$4.7M 4.87%
88,096
+3,836
5
$4.17M 4.32%
79,174
+411
6
$4.11M 4.26%
107,519
-4,214
7
$4.02M 4.17%
69,119
+16,478
8
$3.99M 4.13%
+38,925
9
$3.97M 4.12%
214,642
-25,958
10
$3.91M 4.06%
154,040
-7,864
11
$3.9M 4.04%
144,675
-4,948
12
$3.54M 3.67%
70,353
-70,484
13
$3.24M 3.36%
7,151
-37,313
14
$3.2M 3.32%
83,757
-675
15
$2.83M 2.93%
53,140
+44,180
16
$2.65M 2.74%
38,008
-7,850
17
$2.64M 2.74%
102,048
+92,002
18
$2.63M 2.73%
110,116
-2,452
19
$2.16M 2.24%
51,882
+14,940
20
$2.14M 2.21%
+170,766
21
$1.93M 2%
10,773
-585
22
$1.62M 1.68%
15,637
+791
23
$1.51M 1.57%
61,585
+168
24
$1.27M 1.32%
35,932
+1,133
25
$1.25M 1.3%
22,841
+19,468
1
2 3