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
$151M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$2.85M
3
+$2.81M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.48M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.38M

Top Sells

1
+$8.33M
2
+$2.74M
3
+$2.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.59M
5
CVS icon
CVS Health
CVS
+$1.13M

Sector Composition

1 Industrials 3.51%
2 Technology 2.92%
3 Healthcare 2.9%
4 Consumer Discretionary 2.29%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94K 0.06%
4,945
+1
102
$93K 0.06%
530
-127
103
$93K 0.06%
2,362
104
$91K 0.06%
6,033
+1
105
$90K 0.06%
666
-193
106
$86K 0.06%
658
-7,894
107
$84K 0.06%
1,720
108
$84K 0.06%
2,284
-496
109
$82K 0.05%
949
110
$82K 0.05%
749
111
$78K 0.05%
416
112
$77K 0.05%
1,584
113
$77K 0.05%
803
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114
$76K 0.05%
398
115
$76K 0.05%
1,196
116
$75K 0.05%
920
-13,873
117
$75K 0.05%
696
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118
$73K 0.05%
841
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119
$71K 0.05%
1,405
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120
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1,819
-18,621
121
$63K 0.04%
900
122
$63K 0.04%
+2,150
123
$62K 0.04%
472
124
$61K 0.04%
+1,354
125
$59K 0.04%
3,240
+30
3 4
5
6 7