HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
1-Year Return
7.56%
This Quarter Return
+1.98%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$119M
AUM Growth
-$12.4M
(-9.4%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-11.73%
Top 10 Holdings %
Top 10 Hldgs %
35.48%
Holding
266
New
24
Increased
42
Reduced
55
Closed
29
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$6.2M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$3.62M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.01M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.79M |
| 5 |
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% |
