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
$110M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$275K
3
+$241K
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$226K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$218K

Top Sells

1
+$185K
2
+$159K
3
+$146K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$131K
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$121K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.27M 8.38%
211,076
-449
2
$5.5M 4.97%
206,996
-5,993
3
$5.03M 4.55%
247,507
+7,847
4
$4.54M 4.1%
70,866
+558
5
$4.41M 3.99%
114,537
+4,779
6
$4.29M 3.87%
73,095
-3,163
7
$4.25M 3.84%
46,286
-535
8
$4.13M 3.73%
214,852
+16,708
9
$4.04M 3.65%
99,485
+2,178
10
$3.83M 3.46%
191,784
+10,927
11
$3.77M 3.41%
89,407
+2,036
12
$3.75M 3.39%
158,262
-5,524
13
$3.63M 3.28%
152,761
-5,087
14
$3.46M 3.12%
132,974
+180
15
$3.46M 3.12%
161,306
-6,804
16
$3.35M 3.03%
72,741
-1,521
17
$3.34M 3.02%
137,042
-1,882
18
$2.91M 2.63%
29,396
-532
19
$2.89M 2.61%
81,147
+5,081
20
$1.74M 1.58%
51,090
+2,530
21
$1.7M 1.53%
33,910
+2,086
22
$1.48M 1.34%
29,924
+3,311
23
$1.41M 1.28%
32,327
+6,289
24
$1.41M 1.27%
11,994
-458
25
$1.39M 1.25%
2,545
+11
1
2 3