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
$96.1M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$2.39M
3
+$2.16M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$1.04M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$608K

Top Sells

1
+$2.27M
2
+$1.75M
3
+$1.5M
4
VUG icon
Vanguard Growth ETF
VUG
+$647K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$220K

Sector Composition

1 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.61M 7.92%
217,449
+8,304
2
$6.3M 6.56%
+262,988
3
$5.03M 5.23%
210,113
+25,412
4
$4.38M 4.55%
207,402
+113,090
5
$4.35M 4.52%
209,858
+104,096
6
$4.05M 4.21%
77,988
+7,774
7
$3.81M 3.97%
159,713
+19,347
8
$3.81M 3.96%
97,831
+1,701
9
$3.69M 3.84%
73,375
+20,648
10
$3.63M 3.77%
143,672
+10,662
11
$3.55M 3.7%
91,269
+10,919
12
$3.55M 3.69%
36,315
-91
13
$3.54M 3.69%
208,744
-12,948
14
$3.39M 3.53%
191,048
+14,249
15
$2.91M 3.03%
79,427
+2,294
16
$2.36M 2.45%
73,113
-1,289
17
$2.16M 2.24%
38,905
+1,521
18
$1.9M 1.98%
89,595
+3,099
19
$1.68M 1.75%
38,777
+5,999
20
$1.63M 1.7%
38,799
+1,996
21
$1.49M 1.55%
21,813
-25,577
22
$1.39M 1.45%
13,096
+2,462
23
$1.27M 1.33%
2,980
-3,508
24
$1.26M 1.31%
66,199
-456
25
$1.01M 1.05%
34,509
-1,190
1
2 3