ULWM

Upper Left Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 17.64%
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.84M
3
+$3.64M
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$2.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.57M

Top Sells

1
+$1.79M
2
+$1.56M
3
+$1.42M
4
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$1.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$630K

Sector Composition

1 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 9.43%
223,151
-6,910
2
$6.21M 4.45%
94,393
+18,260
3
$6.09M 4.37%
283,820
+11,052
4
$5.78M 4.15%
118,442
+107,082
5
$5.33M 3.82%
86,069
+82
6
$4.99M 3.57%
228,057
+94,759
7
$4.95M 3.55%
91,073
+7,829
8
$4.84M 3.47%
225,085
+21,173
9
$4.35M 3.12%
92,922
+3,592
10
$4.33M 3.11%
107,067
-3,403
11
$4.33M 3.1%
184,669
-5,035
12
$4.18M 3%
151,597
-51,453
13
$4.18M 2.99%
211,100
-2,494
14
$4.05M 2.9%
44,100
+8,854
15
$3.84M 2.75%
+151,882
16
$3.81M 2.73%
159,690
+53,427
17
$3.8M 2.73%
141,426
+40,984
18
$3.73M 2.67%
61,418
-10,389
19
$3.66M 2.63%
147,344
+39,967
20
$3.64M 2.61%
+122,924
21
$3.51M 2.52%
97,862
-1,587
22
$3M 2.15%
66,306
+5,421
23
$2.83M 2.03%
5,041
+2,787
24
$2.56M 1.84%
47,076
+101
25
$2.28M 1.63%
44,834
+8,721
1
2 3