Portfolio (Quarterly)
Guide ↗
Upper Left Wealth Management, LLC
· CIK 0001911228| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ARKB | ARK 21SHARES BITCOIN ETF | Financial Services | 13,728.0 | $309K | 0.18% | NEW | — | $22.49 | +14.4% |
| 2 | DJP | BARCLAYS BANK PLC | Financial Services | 6,219.0 | $299K | 0.18% | NEW | — | $48.14 | +5.2% |
| 3 | IFGL | ISHARES TR | — | 10,789.0 | $241K | 0.14% | NEW | — | $22.36 | +0.6% |
| 4 | AAPL | APPLE INC | Technology | 803.0 | $204K | 0.12% | NEW | — | $253.67 | +26.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
99.4%
Technology
0.6%