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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$5.06M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.29M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.48%
2 Industrials 5.15%
3 Consumer Staples 4.23%
4 Communication Services 3.2%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.02%
+456
127
$17K 0.02%
+320
128
$17K 0.02%
+170
129
$16K 0.02%
+250
130
$16K 0.02%
+1,134
131
$14K 0.01%
+400
132
$14K 0.01%
+359
133
$13K 0.01%
+520
134
$13K 0.01%
+138
135
$12K 0.01%
+215
136
$12K 0.01%
+152
137
$11K 0.01%
+434
138
$11K 0.01%
+115
139
$11K 0.01%
+336
140
$11K 0.01%
+124
141
$10K 0.01%
+119
142
$10K 0.01%
+307
143
$9K 0.01%
+96
144
$9K 0.01%
+149
145
$9K 0.01%
+850
146
$8K 0.01%
+266
147
$8K 0.01%
+104
148
$8K 0.01%
+146
149
$8K 0.01%
+180
150
$8K 0.01%
+166
4 5
6
7 8