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
$107M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.46M
3
+$2.48M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.02M
5
WMT icon
Walmart
WMT
+$1.94M

Top Sells

1
+$4.64M
2
+$3.36M
3
+$2.18M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Financials 5%
2 Industrials 4.95%
3 Consumer Staples 4.41%
4 Consumer Discretionary 3.26%
5 Technology 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.02%
905
127
$22K 0.02%
416
-23,330
128
$21K 0.02%
+275
129
$20K 0.02%
10,000
130
$20K 0.02%
+245
131
$18K 0.02%
456
132
$18K 0.02%
320
133
$18K 0.02%
170
134
$18K 0.02%
375
135
$18K 0.02%
250
136
$15K 0.01%
100
-8,851
137
$15K 0.01%
138
138
$15K 0.01%
400
139
$15K 0.01%
185
-67
140
$15K 0.01%
1,134
141
$14K 0.01%
520
142
$14K 0.01%
359
143
$13K 0.01%
440
+245
144
$12K 0.01%
434
145
$12K 0.01%
152
146
$12K 0.01%
307
147
$11K 0.01%
215
148
$11K 0.01%
336
149
$10K 0.01%
119
150
$10K 0.01%
+242
4 5
6
7 8