WP
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Wealth & Pension Services Group, Inc.13F | |
| Wealth & Pension Services Group, Inc. | |
| Last update 2019-11-19 | 103 Stocks (3 new) |
| Value $126.00 Mil | Turnover 4 % |
Wealth & Pension Services Grou... Top Holdings of 2019-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ELR | SPDR Russell 1000 ETF | 213,201 | 7,430.0 | +2.40% | 5.900 | +0.14% | 0.150 | 0% | 0% | 0 | ||
IWB | iShares Russell 1000 ETF | 44,035 | 7,245.0 | -3.85% | 5.750 | -0.23% | 0.040 | +16.84% | +7.25% | 42,054.9 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 241,311 | 7,085.0 | +2.60% | 5.620 | +0.14% | 0.060 | +15.38% | +21.12% | 27,201.8 | ||
JPST | JPMorgan Ultra-Short Income ETF | 109,141 | 5,503.0 | +3.12% | 4.370 | +0.13% | 0.030 | +1.11% | +2.54% | 31,756.9 | ||
IWD | iShares Russell 1000 Value ETF | 38,595 | 4,950.0 | +1.68% | 3.930 | +0.06% | 0.010 | +9.31% | +7.56% | 64,621.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 37,953 | 4,538.0 | +2.55% | 3.600 | +0.09% | 0.010 | +11.15% | +7.09% | 87,948.4 | ||
VTV | Vanguard Value ETF | 40,392 | 4,509.0 | +3.54% | 3.580 | +0.12% | 0.010 | +8.26% | +7.31% | 131,767.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 99,249 | 4,077.0 | -5.59% | 3.240 | -0.20% | 0.000 | +15.17% | +21.17% | 151,853.0 | ||
IUSG |
iShares Core S&P U.S. Growth ETF
iShares Core S&P U.S. Growth ETF
| 56,448 | 3,549.0 | +1.62% | 2.820 | +0.04% | 0.050 | +24.31% | +9.19% | 23,624.6 | ||
IWF | iShares Russell 1000 Growth ETF | 17,337 | 2,767.0 | +0.43% | 2.200 | +0.01% | 0.010 | +23.74% | +6.86% | 112,698.5 |
Wealth & Pension Services Group, Inc.'s Historical Top Holdings Breakdowns
Wealth & Pension Services Group, Inc. Total Holding History ($B)
Wealth & Pension Services Group, Inc.'s Asset Allocation
Wealth & Pension Services Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Wealth & Pension Services Group, Inc.'s Hypothetical Growth since 2019-09-30
Wealth & Pension Services Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealth & Pension Services Group, Inc.'s Holdings Heat Map
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Wealth & Pension Services Group, Inc.'s Holdings Bubble Chart
Wealth & Pension Services Group, Inc. News
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