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
76
$218K 0.16%
1,658
77
$215K 0.16%
4,680
+3,607
78
$200K 0.15%
2,362
+37
79
$188K 0.14%
1,587
-2,053
80
$184K 0.13%
1,141
+26
81
$176K 0.13%
4,452
-155
82
$171K 0.12%
4,442
+44
83
$167K 0.12%
5,284
+5,182
84
$163K 0.12%
1,348
+21
85
$160K 0.12%
3,345
+3,271
86
$147K 0.11%
5,340
87
$146K 0.11%
+9,435
88
$139K 0.1%
1,752
-19,204
89
$130K 0.09%
2,069
-98
90
$110K 0.08%
1,061
-54
91
$104K 0.08%
1,600
92
$97K 0.07%
500
+200
93
$94K 0.07%
866
94
$92K 0.07%
882
95
$91K 0.07%
4,902
+65
96
$90K 0.07%
2,520
-1,600
97
$90K 0.07%
696
98
$89K 0.06%
2,780
99
$88K 0.06%
5,976
+84
100
$85K 0.06%
646
2 3
4
5 6