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
51
$897K 0.61%
32,285
+32,186
52
$882K 0.6%
17,905
+484
53
$866K 0.59%
29,264
+1,654
54
$822K 0.56%
12,195
+12,139
55
$821K 0.56%
4,369
-2,216
56
$818K 0.56%
37,025
+36,925
57
$811K 0.55%
32,686
+1,484
58
$777K 0.53%
5,519
+240
59
$766K 0.52%
8,104
-4,014
60
$748K 0.51%
5,087
-2,021
61
$714K 0.49%
8,203
-3,527
62
$698K 0.48%
9,091
63
$694K 0.47%
24,383
+21,673
64
$691K 0.47%
8,571
+8,290
65
$689K 0.47%
20,440
+18,532
66
$658K 0.45%
10,519
-5,089
67
$654K 0.45%
5,054
+4,687
68
$636K 0.43%
11,534
-18,759
69
$614K 0.42%
7,412
+7,272
70
$581K 0.4%
26,447
+25,717
71
$459K 0.31%
5,725
-6,635
72
$433K 0.3%
8,820
-160
73
$222K 0.15%
2,305
-312
74
$214K 0.15%
5,468
+1,026
75
$197K 0.13%
2,473
+721
1 2
3
4 5