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
$146M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$2.73M
3
+$2.66M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.98M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M

Top Sells

1
+$1.71M
2
+$1.7M
3
+$1.63M
4
WBA
Walgreens Boots Alliance
WBA
+$1.51M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.42M

Sector Composition

1 Healthcare 3.8%
2 Industrials 3.53%
3 Technology 3.05%
4 Consumer Discretionary 2.87%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$82K 0.06%
1,584
102
$80K 0.05%
764
-297
103
$79K 0.05%
1,720
+560
104
$79K 0.05%
894
-22
105
$76K 0.05%
749
106
$75K 0.05%
398
107
$73K 0.05%
949
108
$69K 0.05%
1,940
109
$69K 0.05%
+1,610
110
$67K 0.05%
+1,394
111
$67K 0.05%
+2,304
112
$67K 0.05%
+1,453
113
$67K 0.05%
416
114
$66K 0.05%
1,196
115
$65K 0.04%
788
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116
$63K 0.04%
+1,365
117
$62K 0.04%
900
118
$62K 0.04%
509
-13
119
$60K 0.04%
511
120
$58K 0.04%
3,210
-6,225
121
$57K 0.04%
472
122
$54K 0.04%
1,414
123
$52K 0.04%
365
124
$49K 0.03%
+638
125
$48K 0.03%
578
3 4
5
6 7