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
76
$194K 0.13%
4,704
+24
77
$192K 0.13%
1,142
+1
78
$183K 0.13%
5,316
+32
79
$182K 0.12%
3,403
+58
80
$181K 0.12%
4,439
-13
81
$149K 0.1%
1,174
-174
82
$146K 0.1%
5,340
83
$139K 0.09%
966
-6,066
84
$139K 0.09%
2,362
85
$136K 0.09%
630
+130
86
$133K 0.09%
2,033
-36
87
$115K 0.08%
829
-829
88
$115K 0.08%
3,216
+696
89
$114K 0.08%
657
-6,830
90
$113K 0.08%
1,648
+653
91
$108K 0.07%
1,600
92
$107K 0.07%
859
-728
93
$106K 0.07%
696
94
$100K 0.07%
510
-3,666
95
$97K 0.07%
2,780
96
$96K 0.07%
882
97
$94K 0.06%
4,944
+42
98
$92K 0.06%
722
+200
99
$92K 0.06%
646
100
$91K 0.06%
6,032
+56
2 3
4
5 6