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
$132M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Sells

1 +$2.48M
2 +$2.46M
3 +$2.22M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.21M
5
GIS icon
General Mills
GIS
+$1.89M

Sector Composition

1 Technology 5.02%
2 Financials 4.07%
3 Consumer Staples 3.91%
4 Industrials 3.73%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
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$0 ﹤0.01%
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$0 ﹤0.01%
+501
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265
-32,090