- 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%
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.
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