Upper Left Wealth Management, LLC Portfolio Holdings by Sector
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SCHE BCI SPLG WIP VEU BIL SCHF 57 stocks |
$107,332
98.57% of portfolio
|
32
|
25
|
2
|
- |
1
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,092
1.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
VPL EWH 2 stocks |
$466
0.43% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|