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
$137M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.56M
3
+$2.56M
4
LMT icon
Lockheed Martin
LMT
+$2.49M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.38M

Top Sells

1
+$3.37M
2
+$3.23M
3
+$2.14M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.03M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M

Sector Composition

1 Healthcare 6.21%
2 Consumer Staples 5.34%
3 Industrials 5.1%
4 Technology 4.91%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85K 0.06%
2,710
+100
102
$78K 0.06%
1,584
103
$77K 0.06%
949
104
$76K 0.06%
749
105
$75K 0.05%
962
-8,725
106
$75K 0.05%
916
-3,262
107
$71K 0.05%
398
108
$68K 0.05%
1,908
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109
$68K 0.05%
801
+16
110
$67K 0.05%
1,940
111
$66K 0.05%
+732
112
$66K 0.05%
511
113
$65K 0.05%
1,196
114
$65K 0.05%
+2,460
115
$65K 0.05%
995
+120
116
$64K 0.05%
522
-1,186
117
$63K 0.05%
783
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118
$63K 0.05%
416
119
$62K 0.05%
522
120
$61K 0.04%
1,644
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121
$61K 0.04%
+2,023
122
$60K 0.04%
900
+156
123
$56K 0.04%
+281
124
$56K 0.04%
+377
125
$52K 0.04%
367
-10,006
3 4
5
6 7