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
$102M
AUM Growth
+$5.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.02M
3
+$928K
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$849K
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$310K

Top Sells

1
+$2.1M
2
+$1.12M
3
+$852K
4
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$785K
5
IAU icon
iShares Gold Trust
IAU
+$743K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.74M 7.59%
198,412
-19,037
2
$5M 4.9%
201,528
-8,585
3
$4.44M 4.35%
178,528
-84,460
4
$4.33M 4.25%
77,182
-806
5
$4.22M 4.13%
100,595
+2,764
6
$4.1M 4.02%
96,382
+5,113
7
$4.1M 4.02%
173,782
-36,076
8
$4.06M 3.98%
160,114
+401
9
$3.95M 3.87%
70,734
-2,641
10
$3.76M 3.69%
181,595
-9,453
11
$3.75M 3.67%
202,700
-6,044
12
$3.6M 3.52%
137,802
-5,870
13
$3.42M 3.35%
33,529
-2,786
14
$3.23M 3.16%
166,834
-40,568
15
$2.99M 2.93%
73,058
-6,369
16
$2.68M 2.62%
76,704
+3,591
17
$2.34M 2.29%
40,362
+1,457
18
$2.01M 1.97%
86,547
-3,048
19
$1.9M 1.86%
39,760
+961
20
$1.7M 1.67%
+14,507
21
$1.68M 1.64%
22,310
+497
22
$1.56M 1.53%
38,293
-484
23
$1.5M 1.47%
13,071
-25
24
$1.32M 1.29%
48,348
+34,021
25
$1.29M 1.26%
6,050
+4,787
1
2 3