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
$146M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$2.73M
3
+$2.66M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.98M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M

Top Sells

1
+$1.71M
2
+$1.7M
3
+$1.63M
4
WBA
Walgreens Boots Alliance
WBA
+$1.51M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.42M

Sector Composition

1 Healthcare 3.8%
2 Industrials 3.53%
3 Technology 3.05%
4 Consumer Discretionary 2.87%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 1.51%
67,547
+14,034
27
$2.13M 1.46%
50,694
+19,412
28
$2.07M 1.41%
26,499
+11,213
29
$1.91M 1.31%
6,886
-2,442
30
$1.76M 1.2%
56,182
-12,300
31
$1.7M 1.16%
33,386
-27,974
32
$1.52M 1.04%
46,539
+11,781
33
$1.48M 1.01%
30,848
+1,620
34
$1.46M 1%
22,409
+1,576
35
$1.36M 0.93%
10,053
+655
36
$1.36M 0.93%
13,185
-519
37
$1.34M 0.91%
32,635
+3,804
38
$1.21M 0.83%
6,534
+672
39
$1.19M 0.81%
14,793
+13,831
40
$1.17M 0.8%
46,353
-11,148
41
$1.14M 0.78%
14,559
+1,366
42
$1.13M 0.77%
8,552
-2,772
43
$1.11M 0.76%
20,073
+966
44
$1.07M 0.73%
25,806
+25,727
45
$1.06M 0.72%
+15,702
46
$990K 0.68%
+17,124
47
$984K 0.67%
4,968
-833
48
$984K 0.67%
56,039
49
$942K 0.64%
17,348
+726
50
$902K 0.62%
17,253
-10,921
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