Legacy Wealth Management, Inc
CIK Number: 0001488921
1.5B
Market Value
42
# of Holdings
14 months
Avg. Holding Period
53.33%
Win Rate
20.89%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 569.42 | +1.48% | 513.58K | +1.94% | 302.33M | 527.05 | 19.41% |
| 2 | IWB | iShares Russell... | 311.22 | +1.51% | 777.7K | -0.5% | 250.54M | 101.54 | 16.08% |
| 3 | SCHK | Schwab 1000 Ind... | 27.32 | +1.52% | 6.97M | +94.02% | 197.34M | 15.73 | 12.67% |
| 4 | JCPB | JPMorgan Core P... | 46.40 | -0.48% | 3.18M | +5.38% | 146.57M | 46.87 | 9.41% |
| 5 | FBND | Fidelity Total ... | 45.24 | -0.41% | 3.08M | +4.89% | 138.24M | 43.76 | 8.87% |
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