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
51
$1.05M 0.77%
11,730
+11,089
52
$1.05M 0.76%
+13,193
53
$985K 0.72%
+19,107
54
$983K 0.72%
7,032
-256
55
$979K 0.71%
56,039
-3,750
56
$963K 0.7%
+15,608
57
$962K 0.7%
+12,360
58
$961K 0.7%
+5,862
59
$954K 0.69%
22,480
-13,336
60
$929K 0.68%
+31,280
61
$890K 0.65%
+9,366
62
$884K 0.64%
+29,075
63
$857K 0.62%
+83,548
64
$851K 0.62%
+16,622
65
$793K 0.58%
+29,512
66
$784K 0.57%
+27,610
67
$753K 0.55%
+33,876
68
$750K 0.55%
31,202
-9,120
69
$738K 0.54%
4,176
+3,666
70
$728K 0.53%
+27,185
71
$725K 0.53%
5,279
+37
72
$679K 0.49%
5,303
-4,309
73
$641K 0.47%
9,091
74
$428K 0.31%
8,980
-296
75
$249K 0.18%
2,617
+104
1 2
3
4 5