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
$77M
AUM Growth
-$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$2.03M
2 +$1.44M
3 +$657K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$655K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$575K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$7.23M 9.39%
224,851
-1,172
2
$4.44M 5.78%
269,802
+5,796
3
$4.13M 5.36%
181,983
+16,278
4
$3.49M 4.54%
38,454
-823
5
$3.34M 4.34%
127,698
-25,060
6
$3.15M 4.09%
69,522
+14,568
7
$3.07M 3.99%
213,494
-39,232
8
$2.89M 3.75%
151,522
+1,297
9
$2.87M 3.73%
124,398
-24,868
10
$2.81M 3.65%
+83,495
11
$2.75M 3.58%
71,099
-11,584
12
$2.6M 3.38%
7,117
-568
13
$2.34M 3.04%
82,250
-23,116
14
$2.16M 2.81%
53,843
-35,734
15
$2.15M 2.79%
110,854
+4,414
16
$2.13M 2.77%
49,584
+840
17
$2.08M 2.71%
41,326
+4,586
18
$1.96M 2.55%
92,577
+12,977
19
$1.33M 1.73%
42,203
-5,736
20
$1.3M 1.7%
59,245
-2,076
21
$1.29M 1.68%
8,204
-2,355
22
$1.2M 1.56%
28,096
+7,761
23
$1.08M 1.41%
13,027
-2,215
24
$1.01M 1.31%
9,482
+4,745
25
$1M 1.3%
29,225
-431