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
$121M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$2.23M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.22M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.73M

Top Sells

1
+$2.13M
2
+$1.6M
3
+$1.6M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.51M
5
XLI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.05%
416
-2,265
102
$56K 0.05%
416
103
$55K 0.05%
558
+48
104
$52K 0.04%
730
+650
105
$52K 0.04%
+1,285
106
$52K 0.04%
496
-7,907
107
$52K 0.04%
744
108
$50K 0.04%
+468
109
$50K 0.04%
+1,498
110
$49K 0.04%
578
111
$47K 0.04%
1,940
112
$45K 0.04%
+1,086
113
$44K 0.04%
875
114
$43K 0.04%
379
-25
115
$43K 0.04%
406
+16
116
$40K 0.03%
654
+104
117
$40K 0.03%
337
118
$39K 0.03%
1,219
119
$39K 0.03%
413
120
$27K 0.02%
353
121
$27K 0.02%
210
122
$27K 0.02%
401
123
$27K 0.02%
1,443
124
$26K 0.02%
905
125
$22K 0.02%
275
3 4
5
6 7