MLA

My Legacy Advisors Portfolio holdings

AUM $281M
1-Year Est. Return 14.83%
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$1.87M
3
+$1.38M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$920K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$832K

Top Sells

1
+$3.02M
2
+$1.45M
3
+$1.22M
4
SHW icon
Sherwin-Williams
SHW
+$927K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$751K

Sector Composition

1 Technology 8.66%
2 Financials 8.1%
3 Healthcare 6%
4 Consumer Discretionary 4.76%
5 Consumer Staples 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.82%
5,309
-364
27
$1.91M 0.82%
118,386
-25,020
28
$1.87M 0.8%
+79,822
29
$1.86M 0.8%
22,609
+3,165
30
$1.85M 0.79%
39,228
+2,161
31
$1.74M 0.75%
5,989
+169
32
$1.74M 0.74%
23,492
-3,190
33
$1.69M 0.73%
18,422
+3,918
34
$1.66M 0.71%
3,367
-17
35
$1.66M 0.71%
2,883
36
$1.64M 0.71%
36,248
-8,351
37
$1.64M 0.7%
6,064
+27
38
$1.58M 0.68%
14,080
+360
39
$1.57M 0.67%
10,456
-2
40
$1.56M 0.67%
11,161
-664
41
$1.55M 0.66%
14,805
+545
42
$1.55M 0.66%
15,175
+497
43
$1.5M 0.64%
4,789
+58
44
$1.46M 0.63%
7,986
+105
45
$1.45M 0.62%
22,316
+1,138
46
$1.43M 0.61%
7,638
+381
47
$1.41M 0.61%
41,492
+27,025
48
$1.41M 0.61%
19,850
+640
49
$1.38M 0.59%
14,642
+718
50
$1.37M 0.59%
10,737
+277
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