HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
1-Year Return
7.56%
This Quarter Return
+1.92%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$14.3M
(+13%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
9.85%
Top 10 Holdings %
Top 10 Hldgs %
32%
Holding
243
New
25
Increased
69
Reduced
24
Closed
33
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.49M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$2.31M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.23M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$2.22M |
| 5 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$1.73M |
Top Sells
| 1 |
Walmart
WMT
|
$2.13M |
| 2 |
Bank of America
BAC
|
$1.6M |
| 3 |
AT&T
T
|
$1.6M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.51M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$1.13M |
Sector Composition
| 1 | Industrials | 5.91% |
| 2 | Consumer Discretionary | 5.23% |
| 3 | Technology | 5.03% |
| 4 | Consumer Staples | 3.91% |
| 5 | Financials | 2.81% |
