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
$107M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.46M
3
+$2.48M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.02M
5
WMT icon
Walmart
WMT
+$1.94M

Top Sells

1
+$4.64M
2
+$3.36M
3
+$2.18M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Financials 5%
2 Industrials 4.95%
3 Consumer Staples 4.41%
4 Consumer Discretionary 3.26%
5 Technology 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.35%
15,206
-7,751
77
$350K 0.33%
+2,681
78
$339K 0.32%
3,080
-2,280
79
$328K 0.31%
+2,720
80
$328K 0.31%
+4,734
81
$319K 0.3%
1,556
-511
82
$204K 0.19%
2,784
-4,884
83
$186K 0.17%
2,261
84
$177K 0.17%
3,175
+28
85
$170K 0.16%
1,289
-77
86
$169K 0.16%
4,338
-1,026
87
$164K 0.15%
4,756
+855
88
$129K 0.12%
1,439
-214
89
$126K 0.12%
1,188
90
$111K 0.1%
+5,340
91
$99K 0.09%
774
-6,570
92
$87K 0.08%
4,638
+66
93
$84K 0.08%
5,646
+81
94
$70K 0.07%
15,000
95
$69K 0.06%
689
96
$66K 0.06%
1,214
-9,950
97
$66K 0.06%
511
-5,603
98
$62K 0.06%
1,600
99
$56K 0.05%
473
100
$51K 0.05%
416
2 3
4
5 6