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 Buys

1
+$4.36M
2
+$2.48M
3
+$2.45M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

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
26
$1.51M 1.14%
49,154
+48,816
27
$1.45M 1.1%
37,029
+36,906
28
$1.45M 1.1%
34,357
+2,248
29
$1.45M 1.1%
10,191
+384
30
$1.39M 1.05%
14,807
-1,768
31
$1.35M 1.02%
26,599
+1,695
32
$1.22M 0.92%
27,455
-8,219
33
$1.18M 0.89%
17,674
+17,020
34
$1.17M 0.89%
8,915
+762
35
$1.15M 0.87%
34,715
+1,150
36
$1.14M 0.86%
9,147
-5,280
37
$1.13M 0.86%
16,473
+16,072
38
$1.11M 0.85%
36,777
+14,868
39
$1.11M 0.84%
+20,887
40
$1.07M 0.81%
8,322
+8,267
41
$1.06M 0.8%
7,196
+1,124
42
$1.05M 0.79%
8,349
+8,139
43
$1.04M 0.79%
+74,288
44
$1.03M 0.78%
13,329
+8,907
45
$1.03M 0.78%
19,821
+19,641
46
$1.02M 0.77%
14,623
+652
47
$998K 0.76%
9,553
+980
48
$998K 0.76%
+16,277
49
$981K 0.74%
7,584
+600
50
$958K 0.73%
24,215
+24,074
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