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
$107M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.46M
3
+$2.48M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.02M
5
WMT icon
Walmart
WMT
+$1.94M

Top Sells

1
+$4.64M
2
+$3.36M
3
+$2.18M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Financials 5%
2 Industrials 4.95%
3 Consumer Staples 4.41%
4 Consumer Discretionary 3.26%
5 Technology 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$51K 0.05%
5,500
102
$50K 0.05%
+618
103
$49K 0.05%
744
104
$48K 0.04%
875
-207
105
$48K 0.04%
510
106
$47K 0.04%
3,000
107
$46K 0.04%
578
108
$46K 0.04%
+2,007
109
$46K 0.04%
371
110
$45K 0.04%
+782
111
$44K 0.04%
404
-22
112
$43K 0.04%
+1,212
113
$43K 0.04%
1,940
114
$42K 0.04%
337
115
$40K 0.04%
390
-21
116
$39K 0.04%
1,219
117
$37K 0.03%
1,272
118
$36K 0.03%
413
119
$33K 0.03%
387
-3,206
120
$33K 0.03%
+570
121
$32K 0.03%
550
-22,636
122
$32K 0.03%
401
-100
123
$29K 0.03%
210
124
$27K 0.03%
1,443
-32,389
125
$26K 0.02%
353
3 4
5
6 7