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
$151M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$2.85M
3
+$2.81M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.48M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.38M

Top Sells

1
+$8.33M
2
+$2.74M
3
+$2.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.59M
5
CVS icon
CVS Health
CVS
+$1.13M

Sector Composition

1 Industrials 3.51%
2 Technology 2.92%
3 Healthcare 2.9%
4 Consumer Discretionary 2.29%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.24%
4,862
-2,550
77
$222K 0.15%
5,089
+650
78
$208K 0.14%
1,160
+18
79
$208K 0.14%
5,361
-107
80
$204K 0.13%
4,808
+104
81
$204K 0.13%
2,041
-264
82
$196K 0.13%
2,457
-16
83
$183K 0.12%
3,395
-8
84
$177K 0.12%
5,300
-16
85
$142K 0.09%
630
86
$140K 0.09%
2,028
-5
87
$139K 0.09%
1,046
-128
88
$130K 0.09%
510
89
$125K 0.08%
835
-131
90
$124K 0.08%
3,216
91
$124K 0.08%
958
-64,360
92
$123K 0.08%
1,648
93
$118K 0.08%
1,600
94
$118K 0.08%
3,417
+1,477
95
$118K 0.08%
829
96
$117K 0.08%
4,000
-1,340
97
$109K 0.07%
696
98
$107K 0.07%
982
+100
99
$98K 0.06%
722
100
$96K 0.06%
646
2 3
4
5 6