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
$119M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$3.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.03M

Top Sells

1
+$6.2M
2
+$3.62M
3
+$3.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.79M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.45M

Sector Composition

1 Industrials 4.29%
2 Consumer Staples 3.84%
3 Technology 3.76%
4 Healthcare 2.61%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$68K 0.06%
949
102
$67K 0.06%
+785
103
$65K 0.05%
1,819
104
$65K 0.05%
+1,600
105
$65K 0.05%
511
106
$64K 0.05%
398
107
$63K 0.05%
+906
108
$60K 0.05%
+1,362
109
$59K 0.05%
416
110
$57K 0.05%
522
-2
111
$57K 0.05%
755
+25
112
$56K 0.05%
654
-17,020
113
$55K 0.05%
300
114
$54K 0.05%
498
+92
115
$54K 0.05%
875
116
$53K 0.04%
641
117
$52K 0.04%
365
-30
118
$52K 0.04%
1,564
+66
119
$51K 0.04%
220
120
$51K 0.04%
472
121
$49K 0.04%
1,414
122
$48K 0.04%
1,073
123
$46K 0.04%
744
124
$45K 0.04%
428
-257
125
$44K 0.04%
578
3 4
5
6 7