HWP

Hefty Wealth Partners Portfolio holdings

AUM $155M
1-Year Est. Return 7.56%
This Quarter Est. Return
1 Year Est. Return
+7.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.56M
3
+$2.56M
4
LMT icon
Lockheed Martin
LMT
+$2.49M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.38M

Top Sells

1
+$3.37M
2
+$3.23M
3
+$2.14M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.03M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.86M

Sector Composition

1 Healthcare 6.21%
2 Consumer Staples 5.34%
3 Industrials 5.1%
4 Technology 4.91%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
168
227
$2K ﹤0.01%
+56
228
$2K ﹤0.01%
34
229
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40
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$2K ﹤0.01%
100
-28,063
231
$2K ﹤0.01%
+99
232
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23
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$2K ﹤0.01%
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235
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36
236
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77
-40
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$2K ﹤0.01%
24
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$2K ﹤0.01%
23
239
$2K ﹤0.01%
620
240
$1K ﹤0.01%
32
241
$1K ﹤0.01%
+61
242
$1K ﹤0.01%
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243
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116
244
$1K ﹤0.01%
55
245
– –
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246
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247
– –
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248
$0 ﹤0.01%
+11
249
– –
-195
250
– –
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7 8 9
10
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