WPSG
Wealth & Pension Services Group Portfolio holdings
AUM
$138M
This Quarter Return
+1.06%
1 Year Return
+1.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$78.8M
AUM Growth
–
Cap. Flow
+$78.8M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.25%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$9.4M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$8.27M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.16M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$6.68M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.99M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 2.83% |
| 2 | Technology | 1.33% |
| 3 | Consumer Staples | 1.27% |
| 4 | Financials | 1.15% |
| 5 | Industrials | 0.86% |
