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
$151M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$2.85M
3
+$2.81M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.48M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.38M

Top Sells

1
+$8.33M
2
+$2.74M
3
+$2.67M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$2.59M
5
CVS icon
CVS Health
CVS
+$1.13M

Sector Composition

1 Industrials 3.51%
2 Technology 2.92%
3 Healthcare 2.9%
4 Consumer Discretionary 2.29%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
40
227
$3K ﹤0.01%
23
228
$3K ﹤0.01%
206
229
$3K ﹤0.01%
195
230
$3K ﹤0.01%
12
231
$3K ﹤0.01%
+50
232
$3K ﹤0.01%
57
233
$3K ﹤0.01%
36
234
$3K ﹤0.01%
149
235
$3K ﹤0.01%
42
236
$3K ﹤0.01%
76
237
$3K ﹤0.01%
+194
238
$3K ﹤0.01%
+290
239
$2K ﹤0.01%
+163
240
$2K ﹤0.01%
+21
241
$2K ﹤0.01%
38
242
$2K ﹤0.01%
19
243
$2K ﹤0.01%
116
244
$2K ﹤0.01%
55
245
$2K ﹤0.01%
32
246
$2K ﹤0.01%
24
247
$2K ﹤0.01%
620
248
$1K ﹤0.01%
+14
249
$1K ﹤0.01%
+51
250
$1K ﹤0.01%
+44
7 8 9
10
11