MLA
My Legacy Advisors Portfolio holdings
AUM
$281M
1-Year Est. Return
14.83%
1 Year Est. Return
+14.83%
AUM
$259M
AUM Growth
+$1.49M
(+0.58%)
Holding
210
Top Buys
| 1 | +$1.28M | |
| 2 | +$985K | |
| 3 | +$846K | |
| 4 |
iShares Gold Trust
IAU
|
+$788K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$747K |
Top Sells
| 1 | +$1.53M | |
| 2 | +$1.2M | |
| 3 | +$703K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$660K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$549K |
Sector Composition
| 1 | Technology | 10.74% |
| 2 | Financials | 9.53% |
| 3 | Consumer Discretionary | 5.34% |
| 4 | Communication Services | 4.36% |
| 5 | Utilities | 4.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.12B
| $220K | 0.08% |
5,225
-11
|
|
||
202
WisdomTree Managed Futures Strategy Fund
WTMF
$176M
| $210K | 0.08% |
6,147
-5
|
|
||
203
AutoZone
AZO
$67.2B
| $210K | 0.08% |
+55
|
|
||
204
iShares 3-7 Year Treasury Bond ETF
IEI
$17.1B
| $210K | 0.08% |
1,774
-1,135
|
|
||
205
Wendy's
WEN
$1.69B
| $176K | 0.07% |
12,060
-334
|
|
||
206
Ares Capital
ARCC
$13.8B
| – | – |
-9,006
|
|
||
207
iShares ESG Advanced MSCI EAFE ETF
DMXF
$716M
| – | – |
-3,752
|
|
||
208
iShares US Infrastructure ETF
IFRA
$3.07B
| – | – |
-8,636
|
|
||
209
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| – | – |
-3,831
|
|
||
210
Whirlpool
WHR
$4.07B
| – | – |
-2,001
|
|