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
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