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
$155M
AUM Growth
-$6.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$2.87M
2 +$2.64M
3 +$2.57M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.49M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.37M

Sector Composition

1 Consumer Discretionary 4.39%
2 Financials 3.94%
3 Healthcare 3.49%
4 Technology 2.95%
5 Communication Services 2%