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 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
76
$194K 0.13%
4,704
+24
77
$192K 0.13%
1,142
+1
78
$183K 0.13%
5,316
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79
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3,403
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80
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4,439
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81
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1,174
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$146K 0.1%
5,340
83
$139K 0.09%
966
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84
$139K 0.09%
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85
$136K 0.09%
630
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$133K 0.09%
2,033
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$115K 0.08%
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3,216
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657
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$113K 0.08%
1,648
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510
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$97K 0.07%
2,780
96
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882
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98
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722
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99
$92K 0.06%
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100
$91K 0.06%
6,032
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