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
$137M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.56M
3
+$2.56M
4
LMT icon
Lockheed Martin
LMT
+$2.49M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.38M

Top Sells

1
+$3.37M
2
+$3.23M
3
+$2.14M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.03M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M

Sector Composition

1 Healthcare 6.21%
2 Consumer Staples 5.34%
3 Industrials 5.1%
4 Technology 4.91%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.54%
43,282
+1,244
27
$2M 1.46%
+38,214
28
$1.76M 1.28%
54,344
+54,145
29
$1.74M 1.26%
30,293
+23,645
30
$1.68M 1.22%
53,513
+32,674
31
$1.67M 1.22%
20,111
+19,926
32
$1.55M 1.13%
28,174
+27,063
33
$1.41M 1.03%
11,324
+9,434
34
$1.4M 1.02%
13,704
-505
35
$1.38M 1%
57,501
-54,861
36
$1.37M 0.99%
29,228
-1,388
37
$1.3M 0.95%
+17,421
38
$1.3M 0.95%
32,902
-3,764
39
$1.3M 0.94%
31,282
-23,152
40
$1.3M 0.94%
20,833
+16,432
41
$1.29M 0.94%
26,410
+26,230
42
$1.25M 0.91%
9,398
+4,721
43
$1.2M 0.87%
7,487
+30
44
$1.19M 0.86%
15,286
-1,366
45
$1.18M 0.86%
7,108
-8,149
46
$1.18M 0.86%
28,831
+2,861
47
$1.13M 0.82%
34,758
-15,408
48
$1.09M 0.79%
6,585
+6,375
49
$1.09M 0.79%
5,801
+5,326
50
$1.07M 0.78%
+12,118
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