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
$108M
AUM Growth
+$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.97M
3
+$1.95M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$1.81M
5
BCI icon
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
+$1.44M

Top Sells

1
+$2.11M
2
+$1.68M
3
+$971K
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$849K
5
VUG icon
Vanguard Growth ETF
VUG
+$495K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.89M 8.24%
211,525
+13,113
2
$5.38M 4.98%
212,989
+11,461
3
$4.74M 4.39%
239,660
+72,826
4
$4.47M 4.15%
76,258
-924
5
$4.39M 4.07%
109,758
+9,163
6
$4.33M 4.01%
70,308
-426
7
$4.3M 3.98%
+46,821
8
$4.1M 3.8%
97,307
+925
9
$4.03M 3.74%
163,786
-9,996
10
$3.87M 3.59%
157,848
-2,266
11
$3.87M 3.58%
198,144
-4,556
12
$3.74M 3.47%
168,110
+81,563
13
$3.67M 3.4%
180,857
-738
14
$3.47M 3.22%
87,371
+49,078
15
$3.46M 3.21%
132,794
-5,008
16
$3.41M 3.16%
138,924
-39,604
17
$3.27M 3.03%
74,262
+1,204
18
$2.98M 2.77%
29,928
-3,601
19
$2.72M 2.52%
76,066
-638
20
$1.97M 1.82%
+48,560
21
$1.67M 1.55%
31,824
-7,936
22
$1.45M 1.35%
12,452
-619
23
$1.34M 1.24%
26,613
+6,037
24
$1.33M 1.23%
2,534
-179
25
$1.29M 1.2%
11,136
-3,371
1
2 3