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
$117M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$536K
2
+$427K
3
+$324K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$305K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$299K

Top Sells

1
+$261K
2
+$252K
3
+$185K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$106K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$105K

Sector Composition

1 Technology 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 9.74%
230,061
+1,680
2
$5.41M 4.62%
203,050
-1,310
3
$5.39M 4.61%
272,768
+12,536
4
$5.25M 4.49%
76,133
+4,334
5
$4.91M 4.2%
189,704
+1,682
6
$4.74M 4.05%
89,330
+3,884
7
$4.47M 3.82%
85,987
+1,175
8
$4.37M 3.74%
110,470
+1,898
9
$4.29M 3.67%
203,912
+1,261
10
$4.12M 3.53%
71,807
-663
11
$3.95M 3.38%
213,594
+5,076
12
$3.9M 3.34%
83,244
-2,269
13
$3.41M 2.92%
99,449
-7
14
$3.22M 2.76%
35,246
+101
15
$2.85M 2.44%
133,298
+4,424
16
$2.68M 2.29%
60,885
+7,357
17
$2.61M 2.23%
107,377
+3,183
18
$2.59M 2.22%
100,442
+2,790
19
$2.46M 2.1%
106,263
+2,723
20
$2.26M 1.93%
46,975
+2,112
21
$2.06M 1.76%
41,228
+461
22
$1.79M 1.53%
18,691
-2,732
23
$1.73M 1.48%
36,113
+586
24
$1.68M 1.44%
28,474
+9,103
25
$1.55M 1.32%
6,436
+187
1
2 3