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
$132M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.48M
3
+$2.45M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

Top Sells

1
+$2.48M
2
+$2.46M
3
+$2.22M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.21M
5
GIS icon
General Mills
GIS
+$1.89M

Sector Composition

1 Technology 5.02%
2 Financials 4.07%
3 Consumer Staples 3.91%
4 Industrials 3.73%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80K 0.06%
696
+359
102
$77K 0.06%
+646
103
$75K 0.06%
+1,584
104
$75K 0.06%
1,600
105
$73K 0.06%
+866
106
$73K 0.06%
+475
107
$72K 0.05%
685
-73
108
$69K 0.05%
+398
109
$69K 0.05%
511
110
$68K 0.05%
1,819
+600
111
$66K 0.05%
749
+630
112
$64K 0.05%
1,196
+1,109
113
$61K 0.05%
+949
114
$58K 0.04%
+524
115
$57K 0.04%
674
116
$57K 0.04%
+1,726
117
$57K 0.04%
+1,363
118
$57K 0.04%
641
+489
119
$57K 0.04%
416
120
$56K 0.04%
416
121
$54K 0.04%
+395
122
$54K 0.04%
558
123
$53K 0.04%
730
124
$53K 0.04%
671
-27,945
125
$52K 0.04%
+300
3 4
5
6 7