ULWM

Upper Left Wealth Management Portfolio holdings

AUM $169M
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$396K
2
+$295K
3
+$282K
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$234K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$204K

Top Sells

1
+$450K
2
+$416K
3
+$400K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$283K
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$250K

Sector Composition

1 Technology 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 9.26%
202,668
-6,378
2
$8.78M 5.51%
112,079
+5,251
3
$6.5M 4.08%
301,849
+5,263
4
$6.22M 3.91%
95,755
-718
5
$6.07M 3.81%
122,714
+4,136
6
$6.03M 3.78%
78,811
-2,210
7
$5.77M 3.63%
87,694
-2,546
8
$5.5M 3.45%
239,206
+12,828
9
$5.12M 3.22%
187,599
+6,543
10
$5.01M 3.14%
104,861
-829
11
$4.96M 3.11%
148,508
-7,932
12
$4.84M 3.04%
208,103
-1,194
13
$4.83M 3.03%
224,057
+6,299
14
$4.56M 2.86%
100,211
-6,453
15
$4.54M 2.85%
162,817
-14,974
16
$4.41M 2.77%
48,023
+3,077
17
$4M 2.51%
156,990
-2,268
18
$3.92M 2.46%
145,315
+3,840
19
$3.89M 2.45%
54,572
-6,520
20
$3.82M 2.4%
151,900
+4,164
21
$3.07M 1.92%
4,580
-30
22
$3.07M 1.92%
56,573
+865
23
$3.03M 1.9%
108,215
+8,480
24
$2.9M 1.82%
46,662
-36
25
$2.59M 1.63%
43,250
+187
1
2 3