41. Legacy Wealth

Rank: 41
Location: Memphis, TN
Total Assets: $2,076,485,504
ETF Assets: $1,045,541,632
Website: www.legacywealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 19
Total Value of All ETF Holdings: $1,045,541,632
Number of Issuers: 5
Number of Sectors: 7
  • Top 5 ETF Holdings
    1. SCHK: $308,656,363
    2. JPST: $178,490,635
    3. IWB: $173,319,519
    4. SCHM: $88,183,125
    5. IJH: $79,595,621
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Money Market
    3. Mid Cap Growth Equities
    4. Small Cap Growth Equities
    5. Total Bond Market
  • Top 5 ETF Issuers
    1. Schwab
    2. JPMorgan
    3. iShares
    4. Hartford
    5. Vanguard

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.legacywealth.com 2023 Top 100 ETF Power Users