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
$86.4M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$7.75M
2 +$678K
3 +$599K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$540K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$429K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.75M 8.98%
+226,023
2
$4.76M 5.51%
264,006
-59,733
3
$4.26M 4.93%
152,758
-13,166
4
$4.21M 4.87%
165,705
-4,899
5
$4.05M 4.69%
89,577
+1,481
6
$3.97M 4.6%
252,726
+38,084
7
$3.81M 4.41%
39,277
+352
8
$3.66M 4.24%
82,683
+3,509
9
$3.65M 4.23%
149,266
+4,591
10
$3.29M 3.81%
105,366
-2,153
11
$3.17M 3.67%
150,225
-3,815
12
$2.9M 3.36%
7,685
+534
13
$2.75M 3.18%
54,954
-14,165
14
$2.31M 2.67%
36,740
-1,268
15
$2.16M 2.5%
48,744
-4,396
16
$2.08M 2.4%
106,440
-3,676
17
$2.03M 2.35%
175,600
+4,834
18
$1.84M 2.13%
79,600
-22,448
19
$1.78M 2.06%
10,559
-214
20
$1.67M 1.93%
47,939
-3,943
21
$1.47M 1.7%
50,777
+14,845
22
$1.44M 1.66%
61,321
-264
23
$1.32M 1.53%
15,242
-395
24
$1.14M 1.31%
20,335
-2,506
25
$1.1M 1.27%
38,115
+8,530