Legacy Wealth Management, Inc Buys Schwab U.S. Small-Cap, Vanguard Total Bond Market, Willis Towers Watson PLC

Apr 20, 2018

Memphis, TN, based Investment company Legacy Wealth Management, Inc buys Schwab U.S. Small-Cap, Vanguard Total Bond Market, Willis Towers Watson PLC during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Legacy Wealth Management, Inc. As of 2018-03-31, Legacy Wealth Management, Inc owns 12 stocks with a total value of $357 million. These are the details of the buys and sells.

New Purchases: BND, WLTW,
Added Positions: SCHA, SCHM, SCHB,
Reduced Positions: IWB, IWM, IJH, SPY, IJR,

For the details of Legacy Wealth Management, Inc's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Legacy+Wealth+Management%2C+Inc

These are the top 5 holdings of Legacy Wealth Management, Inc

iShares Russell 1000 (IWB) - 1,440,101 shares, 59.26% of the total portfolio. Shares reduced by 19.9%
iShares Core S&P Mid-Cap (IJH) - 331,604 shares, 17.43% of the total portfolio. Shares reduced by 6.03%
Schwab U.S. Mid Cap (SCHM) - 817,148 shares, 12.11% of the total portfolio. Shares added by 10.12%
iShares Russell 2000 (IWM) - 154,580 shares, 6.58% of the total portfolio. Shares reduced by 17.26%
Schwab U.S. Small-Cap (SCHA) - 88,744 shares, 1.72% of the total portfolio. Shares added by 488.33%

New Purchase: Vanguard Total Bond Market (BND)

Legacy Wealth Management, Inc initiated holding in Vanguard Total Bond Market. The purchase prices were between $79.27 and $81.41, with an estimated average price of $80.06. The stock is now traded at around $79.16. The impact to a portfolio due to this purchase was 0.32%. The holding were 14,470 shares as of 2018-03-31.

New Purchase: Willis Towers Watson PLC (WLTW)

Legacy Wealth Management, Inc initiated holding in Willis Towers Watson PLC. The purchase prices were between $146.99 and $164.14, with an estimated average price of $156.98. The stock is now traded at around $152.57. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,406 shares as of 2018-03-31.

Added: Schwab U.S. Small-Cap (SCHA)

Legacy Wealth Management, Inc added to a holding in Schwab U.S. Small-Cap by 488.33%. The purchase prices were between $66.48 and $73.2, with an estimated average price of $70.51. The stock is now traded at around $70.79. The impact to a portfolio due to this purchase was 1.43%. The holding were 88,744 shares as of 2018-03-31.

Here is the complete portfolio of Legacy Wealth Management, Inc. Also check out:

1. Legacy Wealth Management, Inc's Undervalued Stocks
2. Legacy Wealth Management, Inc's Top Growth Companies, and
3. Legacy Wealth Management, Inc's High Yield stocks
4. Stocks that Legacy Wealth Management, Inc keeps buying

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文

Education

Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us ETF Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Data is updated daily.