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
51
$950K 0.72%
31,379
-27,967
52
$945K 0.72%
41,292
+2,051
53
$929K 0.71%
24,748
+2,525
54
$918K 0.7%
18,303
+608
55
$863K 0.66%
49,441
+2,737
56
$863K 0.66%
38,814
-24,019
57
$817K 0.62%
11,328
-3,540
58
$814K 0.62%
62,408
-493
59
$777K 0.59%
+27,734
60
$760K 0.58%
+12,572
61
$698K 0.53%
5,449
+434
62
$691K 0.52%
6,409
-302
63
$680K 0.52%
+25,891
64
$663K 0.5%
+17,711
65
$655K 0.5%
+22,288
66
$622K 0.47%
+28,664
67
$594K 0.45%
19,835
+2,459
68
$585K 0.44%
7,621
-10,352
69
$581K 0.44%
9,091
+1,146
70
$572K 0.43%
4,685
+141
71
$559K 0.42%
+26,782
72
$508K 0.39%
5,980
-4,716
73
$490K 0.37%
20,067
-9,105
74
$485K 0.37%
7,199
-475
75
$467K 0.35%
+14,276
1 2
3
4 5