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Legacy Wealth Management, Inc Buys iShares Core S&P Small-Cap, Sells Schwab U.S. Small-Cap, Willis Towers Watson PLC

October 10, 2018 | About:

Memphis, TN, based Investment company Legacy Wealth Management, Inc buys iShares Core S&P Small-Cap, sells Schwab U.S. Small-Cap, Willis Towers Watson PLC during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Legacy Wealth Management, Inc. As of 2018-09-30, Legacy Wealth Management, Inc owns 11 stocks with a total value of $398 million. These are the details of the buys and sells.

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
  1. iShares Russell 1000 (IWB) - 1,324,136 shares, 53.79% of the total portfolio. Shares reduced by 3.5%
  2. iShares Core S&P Mid-Cap (IJH) - 318,498 shares, 16.1% of the total portfolio. Shares reduced by 2.58%
  3. Schwab U.S. Mid Cap (SCHM) - 845,136 shares, 12.28% of the total portfolio. Shares added by 0.69%
  4. iShares Core S&P Small-Cap (IJR) - 430,157 shares, 9.43% of the total portfolio. Shares added by 4426.54%
  5. iShares Russell 2000 (IWM) - 126,843 shares, 5.37% of the total portfolio. Shares reduced by 14.72%
Added: iShares Core S&P Small-Cap (IJR)

Legacy Wealth Management, Inc added to a holding in iShares Core S&P Small-Cap by 4426.54%. The purchase prices were between $84.33 and $90.31, with an estimated average price of $87.6. The stock is now traded at around $81.20. The impact to a portfolio due to this purchase was 9.22%. The holding were 430,157 shares as of 2018-09-30.

Sold Out: Willis Towers Watson PLC (WLTW)

Legacy Wealth Management, Inc sold out a holding in Willis Towers Watson PLC. The sale prices were between $140.79 and $163.04, with an estimated average price of $151.18.



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

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