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
76
$458K 0.38%
10,852
-2,396
77
$399K 0.33%
+12,743
78
$393K 0.32%
41,787
+2,917
79
$382K 0.32%
26,959
+1,855
80
$339K 0.28%
+7,040
81
$337K 0.28%
4,422
-8,825
82
$294K 0.24%
+15,052
83
$183K 0.15%
2,156
-105
84
$169K 0.14%
4,258
-80
85
$164K 0.14%
4,682
-74
86
$159K 0.13%
1,165
-124
87
$146K 0.12%
2,597
-578
88
$140K 0.12%
1,308
+120
89
$128K 0.11%
5,340
90
$119K 0.1%
1,289
-150
91
$117K 0.1%
2,114
+900
92
$90K 0.07%
4,704
+66
93
$87K 0.07%
5,728
+82
94
$77K 0.06%
511
95
$77K 0.06%
758
+69
96
$74K 0.06%
2,284
+1,012
97
$64K 0.05%
521
+48
98
$62K 0.05%
1,600
99
$58K 0.05%
663
+276
100
$57K 0.05%
674
+56
2 3
4
5 6