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
$146M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$2.73M
3
+$2.66M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.98M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M

Top Sells

1
+$1.71M
2
+$1.7M
3
+$1.63M
4
WBA
Walgreens Boots Alliance
WBA
+$1.51M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.42M

Sector Composition

1 Healthcare 3.8%
2 Industrials 3.53%
3 Technology 3.05%
4 Consumer Discretionary 2.87%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
55
227
$2K ﹤0.01%
57
228
$2K ﹤0.01%
36
229
$2K ﹤0.01%
+45
230
$2K ﹤0.01%
42
-35,962
231
$2K ﹤0.01%
52
-44,250
232
$2K ﹤0.01%
76
-1
233
$2K ﹤0.01%
24
234
$2K ﹤0.01%
23
235
$1K ﹤0.01%
+27
236
$1K ﹤0.01%
+80
237
$1K ﹤0.01%
65
-29,447
238
$1K ﹤0.01%
+32
239
$1K ﹤0.01%
+51
240
$1K ﹤0.01%
116
241
$1K ﹤0.01%
32
242
$1K ﹤0.01%
+60
243
$1K ﹤0.01%
620
244
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246
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247
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248
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249
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-11
250
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-191
7 8 9
10
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