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
$90M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$259K
3
+$204K
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$202K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$201K

Top Sells

1
+$1.63M
2
+$129K
3
+$109K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$59.8K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$54.8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.61M 8.46%
209,145
-3,535
2
$4.55M 5.06%
184,701
+7,557
3
$4.01M 4.46%
96,130
+392
4
$3.95M 4.39%
221,692
+4,202
5
$3.82M 4.25%
70,214
+1,483
6
$3.67M 4.08%
36,406
+105
7
$3.59M 3.99%
140,366
+1,382
8
$3.49M 3.88%
133,010
+4,050
9
$3.45M 3.84%
176,799
+13,269
10
$3.34M 3.71%
47,390
-80
11
$3.23M 3.59%
80,350
+4,996
12
$2.94M 3.27%
77,133
+125
13
$2.88M 3.2%
6,488
-135
14
$2.79M 3.1%
205,260
-119,451
15
$2.75M 3.05%
52,727
+779
16
$2.51M 2.79%
74,402
-420
17
$2.32M 2.57%
105,762
+1,322
18
$2.23M 2.48%
37,384
-267
19
$1.95M 2.17%
86,496
-1,128
20
$1.9M 2.11%
+94,312
21
$1.69M 1.88%
36,803
+558
22
$1.47M 1.63%
32,778
+3,759
23
$1.32M 1.47%
66,655
+5,528
24
$1.17M 1.31%
10,634
+527
25
$1.13M 1.26%
4,008
-384
1
2 3