HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
This Quarter Return
+2.98%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+3.3%)
Cap. Flow
+$1.34M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
34.15%
Holding
275
New
32
Increased
73
Reduced
39
Closed
25
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$8.33M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$2.74M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.67M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$2.59M |
| 5 |
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% |
