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
51
$1.36M 0.58%
5,491
-75
52
$1.35M 0.58%
4,757
+86
53
$1.34M 0.57%
3,563
-44
54
$1.32M 0.56%
11,678
-100
55
$1.26M 0.54%
20,153
+742
56
$1.25M 0.54%
7,454
-63
57
$1.24M 0.53%
14,972
+360
58
$1.19M 0.51%
11,970
+725
59
$1.19M 0.51%
1,792
+122
60
$1.18M 0.5%
13,612
+1,099
61
$1.17M 0.5%
16,637
+875
62
$1.17M 0.5%
2,346
+77
63
$1.15M 0.49%
22,851
-27
64
$1.14M 0.49%
4,053
+4
65
$1.12M 0.48%
5,082
+249
66
$1.12M 0.48%
14,326
+523
67
$1.12M 0.48%
7,396
+118
68
$1.11M 0.48%
68,768
-152
69
$1.1M 0.47%
26,730
+666
70
$1.1M 0.47%
9,540
-1,421
71
$1.08M 0.46%
10,173
-667
72
$1.08M 0.46%
21,304
-1,716
73
$1.06M 0.46%
54,408
+4,902
74
$1.06M 0.45%
28,145
+1,593
75
$1.04M 0.44%
17,441
-2,060
1 2
3
4 5