
Legacy Wealth Management, Inc
CIK Number: 0001488921
1.56B
Market Value
43
# of Holdings
13 months
Avg. Holding Period
51.16%
Win Rate
19.95%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | Ishares Tr | 579.29 | -1.28% | 503.81K | +1.74% | 290.61M | 525.86 | 18.83% | |
2 | Ishares Tr | 316.57 | -1.24% | 781.6K | -0.69% | 245.73M | 101.54 | 15.92% | |
3 | Schwab Strategi... | 27.80 | -1.28% | 3.59M | -1.48% | 198.65M | 15.73 | 12.87% | |
4 | Fidelity Merrim... | 45.81 | -0.36% | 2.94M | +2.18% | 137.29M | 43.7 | 8.90% | |
5 | Schwab Strategi... | 26.84 | -1.54% | 1.38M | +2.25% | 114.27M | 18.24 | 7.40% |
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