Upper Left Wealth Management, LLC Portfolio Holdings by Sector
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SPLG BCI BNDX GLDM BWX MCHI SCHH 55 stocks |
$132,087
98.84% of portfolio
|
27
|
27
|
5
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,096
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EWH 1 stocks |
$240
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
PEGA 1 stocks |
$208
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|