MLA
My Legacy Advisors Portfolio holdings
AUM
$281M
1-Year Return
14.83%
This Quarter Return
+9.49%
1 Year Return
+14.83%
3 Year Return
+49.77%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$31M
(+13%)
Cap. Flow
+$7.42M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
29.18%
Holding
215
New
16
Increased
105
Reduced
77
Closed
11
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.51M |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
$1.12M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$1.08M |
| 4 |
Salesforce
CRM
|
$625K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$612K |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.48M |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
$911K |
| 3 |
Becton Dickinson
BDX
|
$852K |
| 4 |
Comcast
CMCSA
|
$754K |
| 5 |
Edwards Lifesciences
EW
|
$591K |
Sector Composition
| 1 | Technology | 10.35% |
| 2 | Financials | 7.69% |
| 3 | Consumer Discretionary | 5.08% |
| 4 | Healthcare | 4.91% |
| 5 | Consumer Staples | 4.06% |
