Upper Left Wealth Management, LLC Portfolio Holdings by Sector
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SCHE BCI VNQI SPLG SCHA SCHH VEU 55 stocks |
$113,681
98.74% of portfolio
|
24
|
28
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,231
1.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PEGA 1 stocks |
$219
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|