MLA
My Legacy Advisors Portfolio holdings
AUM
$281M
1-Year Return
14.83%
This Quarter Return
+4.28%
1 Year Return
+14.83%
3 Year Return
+49.77%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
-$1.22M
(-0.52%)
Cap. Flow
+$2.1M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
23.37%
Holding
215
New
10
Increased
116
Reduced
70
Closed
12
Top Buys
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$3.02M |
| 2 |
WisdomTree US LargeCap Fund
EPS
|
$1.45M |
| 3 |
WisdomTree International Equity Fund
DWM
|
$1.22M |
| 4 |
Sherwin-Williams
SHW
|
$927K |
| 5 |
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% |
