HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
This Quarter Return
+4.07%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+6.7%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
32.76%
Holding
271
New
21
Increased
63
Reduced
42
Closed
22
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$3.58M |
| 2 |
iShares MSCI World ETF
URTH
|
$3.05M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.95M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.43M |
| 5 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$1.65M |
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$7.83M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.85M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
$2.81M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.48M |
| 5 |
Walmart
WMT
|
$1.26M |
Sector Composition
| 1 | Healthcare | 3.23% |
| 2 | Consumer Discretionary | 3.18% |
| 3 | Financials | 2.64% |
| 4 | Industrials | 2.6% |
| 5 | Technology | 2.38% |
