Legacy Wealth Management, Inc Buys iShares Core S&P Small-Cap, Sells Schwab U.S. Large-Cap, Vanguard Small-Cap, iShares Core MSCI EAFE

Memphis, TN, based Investment company Legacy Wealth Management, Inc buys iShares Core S&P Small-Cap, sells Schwab U.S. Large-Cap, Vanguard Small-Cap, iShares Core MSCI EAFE, Schwab U.S. Broad Market, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Vanguard Mid-Cap, iShares Core MSCI Emerging Markets, Vanguard Total Stock Market, iShares Core MSCI Total International Stock ETF, Mid-America Apartment Communities Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Legacy Wealth Management, Inc. As of 2019Q1, Legacy Wealth Management, Inc owns 10 stocks with a total value of $371 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 https://www.gurufocus.com/guru/legacy+wealth+management%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Legacy Wealth Management, Inc
  1. iShares Russell 1000 (IWB) - 1,188,432 shares, 50.33% of the total portfolio. Shares reduced by 3.7%
  2. iShares Core S&P Mid-Cap (IJH) - 326,791 shares, 16.66% of the total portfolio. Shares added by 3.87%
  3. Schwab U.S. Mid Cap (SCHM) - 928,072 shares, 13.84% of the total portfolio. Shares added by 9.21%
  4. iShares Core S&P Small-Cap (IJR) - 546,940 shares, 11.36% of the total portfolio. Shares added by 79.81%
  5. iShares Russell 2000 (IWM) - 118,659 shares, 4.89% of the total portfolio. Shares reduced by 2.88%
Added: iShares Core S&P Small-Cap (IJR)

Legacy Wealth Management, Inc added to a holding in iShares Core S&P Small-Cap by 79.81%. The purchase prices were between $68.34 and $81.18, with an estimated average price of $76.72. The stock is now traded at around $78.65. The impact to a portfolio due to this purchase was 5.04%. The holding were 546,940 shares as of .

Sold Out: Vanguard Small-Cap (VB)

Legacy Wealth Management, Inc sold out a holding in Vanguard Small-Cap. The sale prices were between $129.63 and $156, with an estimated average price of $148.44.

Sold Out: iShares Core MSCI EAFE (IEFA)

Legacy Wealth Management, Inc sold out a holding in iShares Core MSCI EAFE. The sale prices were between $54.44 and $61.46, with an estimated average price of $58.96.

Sold Out: SPDR Nuveen Bloomberg Barclays Short Term Municipa (SHM)

Legacy Wealth Management, Inc sold out a holding in SPDR Nuveen Bloomberg Barclays Short Term Municipa. The sale prices were between $48.05 and $48.57, with an estimated average price of $48.29.

Sold Out: Vanguard Mid-Cap (VO)

Legacy Wealth Management, Inc sold out a holding in Vanguard Mid-Cap. The sale prices were between $135.03 and $161.84, with an estimated average price of $153.61.

Sold Out: iShares Core MSCI Emerging Markets (IEMG)

Legacy Wealth Management, Inc sold out a holding in iShares Core MSCI Emerging Markets. The sale prices were between $46.41 and $52.64, with an estimated average price of $50.58.

Sold Out: iShares Core MSCI Total International Stock ETF (IXUS)

Legacy Wealth Management, Inc sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $51.94 and $58.78, with an estimated average price of $56.44.



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