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
$121M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$2.23M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.22M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.73M

Top Sells

1
+$2.13M
2
+$1.6M
3
+$1.6M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.51M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.13M

Sector Composition

1 Industrials 5.91%
2 Consumer Discretionary 5.23%
3 Technology 5.03%
4 Consumer Staples 3.91%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.37%
14,427
+509
27
$1.51M 1.25%
35,593
+16,514
28
$1.48M 1.22%
9,807
+9,707
29
$1.48M 1.22%
16,575
-3,381
30
$1.46M 1.2%
+32,109
31
$1.33M 1.1%
17,973
+839
32
$1.33M 1.1%
62,833
+7,300
33
$1.3M 1.08%
27,874
-3,946
34
$1.26M 1.04%
24,904
+1,143
35
$1.18M 0.98%
13,970
+779
36
$1.16M 0.96%
30,596
+1,348
37
$1.15M 0.95%
10,929
+86
38
$1.14M 0.94%
4,587
+74
39
$1.12M 0.93%
12,865
+195
40
$1.1M 0.91%
33,565
+33,463
41
$1.06M 0.88%
14,868
+1,228
42
$1.06M 0.87%
+8,153
43
$1.05M 0.87%
36,657
+36,223
44
$1.03M 0.85%
10,270
+90
45
$1.02M 0.84%
+13,971
46
$889K 0.73%
6,072
+128
47
$887K 0.73%
36,480
-87,465
48
$877K 0.72%
+14,699
49
$877K 0.72%
39,241
+1,743
50
$871K 0.72%
10,696
+166
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