Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
0
0
0
0
0
0
0
0
0
LEGACY WEALTH MANAGEMENT INC

Time Period2019-06-30

Total Holdings12

Total Value ($x1000)554,695
Activities
New1

Increased6

Unchanged1

Decreased4

Sold Out0

Top 10 Stock Holdingstotal 99.88%
IWB34.48

SCHK29.35

IJH11.82

SCHM10.15

IJR8.76

 
IWM3.27

VTI0.74

SCHX0.52

SPY0.46

SCHA0.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWB
34.48%
RUS 1000 ETF
SCHK
29.35%
1000 INDEX ETF
IJH
11.82%
CORE S&P MCP ETF
SCHM
10.15%
US MID-CAP ETF
IJR
8.76%
CORE S&P SCP ETF
IWM
3.27%
RUSSELL 2000 ETF
VTI
0.74%
TOTAL STK MKT
SCHX
0.52%
US LRG CAP ETF
SPY
0.46%
TR UNIT
SCHA
0.33%
US SML CAP ETF
SCHB
0.09%
US BRD MKT ETF
IWF
0.04%
RUS 1000 GRW ETF