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 | IAUM | ISHARES GOLD TRUST MICRO | Financial Services | 22,021.0 | $881K | 0.49% | NEW | — | $40.01 | +11.0% |
| 2 | MU | MICRON TECHNOLOGY INC | Technology | 317.0 | $366K | 0.20% | NEW | — | $1154.29 | -19.2% |
| 3 | GXC | SPDR INDEX SHS FDS | — | 3,971.0 | $344K | 0.19% | NEW | — | $86.52 | +5.4% |
| 4 | DE | DEERE & CO | Industrials | 467.0 | $296K | 0.16% | NEW | — | $634.33 | -0.6% |
| 5 | TT | TRANE TECHNOLOGIES PLC | Industrials | 500.0 | $246K | 0.14% | NEW | — | $491.16 | -8.6% |
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
96.6%
Technology
1.8%
Industrials
1.6%