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
51
$863K 0.71%
6,984
+932
52
$860K 0.71%
28,112
+1,856
53
$860K 0.71%
16,062
+1,129
54
$859K 0.71%
+32,090
55
$854K 0.7%
+22,526
56
$835K 0.69%
8,573
+680
57
$813K 0.67%
17,695
+6,073
58
$801K 0.66%
+23,859
59
$787K 0.65%
22,223
+2,029
60
$775K 0.64%
46,704
+1,691
61
$763K 0.63%
29,172
+2,707
62
$720K 0.59%
6,711
+1,442
63
$702K 0.58%
62,901
-5,771
64
$653K 0.54%
21,909
+2,118
65
$621K 0.51%
5,015
+2,295
66
$546K 0.45%
7,156
+4,372
67
$535K 0.44%
+14,062
68
$525K 0.43%
4,544
+358
69
$512K 0.42%
7,945
70
$506K 0.42%
7,674
-1,800
71
$505K 0.42%
+11,823
72
$497K 0.41%
17,376
+1,790
73
$490K 0.4%
8,789
+1,174
74
$474K 0.39%
+7,150
75
$465K 0.38%
9,490
+205
1 2
3
4 5