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
$121M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$2.23M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.22M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.73M

Top Sells

1
+$2.13M
2
+$1.6M
3
+$1.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.51M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.13M

Sector Composition

1 Industrials 5.91%
2 Consumer Discretionary 5.23%
3 Technology 5.03%
4 Consumer Staples 3.91%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.02%
245
127
$20K 0.02%
320
128
$20K 0.02%
170
129
$20K 0.02%
375
130
$20K 0.02%
250
131
$17K 0.01%
+313
132
$17K 0.01%
1,134
133
$15K 0.01%
400
134
$15K 0.01%
185
135
$14K 0.01%
138
136
$13K 0.01%
307
137
$12K 0.01%
520
138
$12K 0.01%
152
139
$11K 0.01%
215
140
$11K 0.01%
336
141
$11K 0.01%
338
-49,256
142
$11K 0.01%
+253
143
$10K 0.01%
119
144
$10K 0.01%
96
145
$10K 0.01%
124
146
$10K 0.01%
180
147
$9K 0.01%
266
148
$9K 0.01%
495
149
$9K 0.01%
103
-1
150
$9K 0.01%
146
4 5
6
7 8