HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
This Quarter Return
+2.5%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+1.9%)
Cap. Flow
-$1.34M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
32.56%
Holding
238
New
34
Increased
42
Reduced
45
Closed
20
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.66M |
| 2 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$3.46M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$2.48M |
| 4 |
Invesco S&P SmallCap Low Volatility ETF
XSLV
|
$2.02M |
| 5 |
Walmart
WMT
|
$1.94M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.64M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.36M |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$2.18M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$1.53M |
| 5 |
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% |
