Upper Left Wealth Management, LLC Portfolio Holdings by Sector
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SPLG BCI BNDX BWX GLDM MCHI VNQI 58 stocks |
$140,100
98.63% of portfolio
|
24
|
31
|
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,346
0.95% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PEGA 1 stocks |
$324
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EWH 1 stocks |
$279
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|