Latest Upper Left Wealth Management, LLC Stock Portfolio
Upper Left Wealth Management, LLC Performance:
2024 Q4: 0.52%YTD: 0.87%2023: 1.98%
Performance for 2024 Q4 is 0.52%, and YTD is 0.87%, and 2023 is 1.98%.
About Upper Left Wealth Management, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Upper Left Wealth Management, LLC reported an equity portfolio of $116.9 Millions as of 31 Dec, 2024.
The top stock holdings of Upper Left Wealth Management, LLC are IAU, FNDA, BCD. The fund has invested 9.7% of it's portfolio in ISHARES GOLD TR and 4.6% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off SPDR INDEX SHS FDS (CWI) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FIDELITY WISE ORIGIN BITCOIN and INVESCO CURRENCYSHARES EURO (FXE). Upper Left Wealth Management, LLC opened new stock positions in ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and VANGUARD STAR FDS (VXUS).
The top stock holdings of Upper Left Wealth Management, LLC are IAU, FNDA, BCD. The fund has invested 9.7% of it's portfolio in ISHARES GOLD TR and 4.6% of portfolio in SCHWAB STRATEGIC TR.
The fund managers got completely rid off SPDR INDEX SHS FDS (CWI) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FIDELITY WISE ORIGIN BITCOIN and INVESCO CURRENCYSHARES EURO (FXE). Upper Left Wealth Management, LLC opened new stock positions in ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (IJR) and VANGUARD STAR FDS (VXUS).
Upper Left Wealth Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Upper Left Wealth Management, LLC made a return of 0.52% in the last quarter. In trailing 12 months, it's portfolio return was 0.87%.
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 305,208 |
New stocks bought by Upper Left Wealth Management, LLC
Additions
| Ticker | % Inc. |
|---|---|
| schwab strategic tr | 106 |
| schwab strategic tr | 105 |
| schwab strategic tr | 104 |
| schwab strategic tr | 101 |
| ishares tr | 47.42 |
| vanguard star fds | 46.99 |
| ishares tr | 41.03 |
| ishares inc | 34.07 |
Additions to existing portfolio by Upper Left Wealth Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -29.45 |
| fidelity wise origin bitcoin | -16.05 |
| invesco currencyshares euro | -12.75 |
| spdr ser tr | -12.45 |
| goldman sachs etf tr | -5.43 |
| vanguard charlotte fds | -2.75 |
| ishares tr | -2.7 |
| ishares tr | -2.65 |
Upper Left Wealth Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr index shs fds | -251,911 |
Upper Left Wealth Management, LLC got rid off the above stocks
Sector Distribution
Upper Left Wealth Management, LLC has about 96.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 96.4 |
| Utilities | 3.3 |
Market Cap. Distribution
Upper Left Wealth Management, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 96.4 |
| SMALL-CAP | 3.3 |
Stocks belong to which Index?
About 3.3% of the stocks held by Upper Left Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 96.7 |
| RUSSELL 2000 | 3.3 |
Upper Left Wealth Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Upper Left Wealth Management, LLC
Upper Left Wealth Management, LLC has 57 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for Upper Left Wealth Management, LLC last quarter.
Last Reported on: 23 Jan, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.75 | 7,550 | 872,403 | reduced | -2.00 | ||
| AAXJ | ishares tr | 0.46 | 13,860 | 532,502 | reduced | -2.39 | ||
| AAXJ | ishares tr | 0.40 | 24,082 | 464,783 | added | 41.03 | ||
| AAXJ | ishares tr | 0.26 | 5,024 | 305,208 | new | |||
| AAXJ | ishares tr | 0.23 | 4,786 | 274,286 | reduced | -1.07 | ||
| ACWV | ishares inc | 0.43 | 10,601 | 500,368 | added | 34.07 | ||
| AGT | ishares tr | 1.76 | 41,228 | 2,058,100 | added | 1.13 | ||
| AMPS | ishares tr | 3.34 | 83,244 | 3,900,810 | reduced | -2.65 | ||
| BCD | abrdn etfs | 4.61 | 272,768 | 5,387,170 | added | 4.82 | ||
| BIL | spdr ser tr | 4.49 | 76,133 | 5,248,610 | added | 6.04 | ||
| BIL | spdr ser tr | 2.76 | 35,246 | 3,222,540 | added | 0.29 | ||
| BIL | spdr ser tr | 2.44 | 133,298 | 2,851,240 | added | 3.43 | ||
| BIL | spdr ser tr | 1.11 | 36,040 | 1,303,930 | reduced | -12.45 | ||
| BIL | spdr ser tr | 0.42 | 25,337 | 494,832 | added | 2.82 | ||
| BNDX | vanguard charlotte fds | 0.48 | 11,360 | 557,208 | reduced | -2.75 | ||
| BUZZ | vaneck etf trust | 2.10 | 106,263 | 2,455,740 | added | 2.63 | ||
| CWI | spdr index shs fds | 1.93 | 46,975 | 2,261,850 | added | 4.71 | ||
| CWI | spdr index shs fds | 0.95 | 48,110 | 1,108,460 | reduced | -1.42 | ||
| CWI | spdr index shs fds | 0.90 | 34,026 | 1,054,300 | reduced | -0.17 | ||
| CWI | spdr index shs fds | 0.73 | 22,299 | 855,613 | reduced | -0.54 | ||