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
$132M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.48M
3
+$2.45M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

Top Sells

1
+$2.48M
2
+$2.46M
3
+$2.22M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.21M
5
GIS icon
General Mills
GIS
+$1.89M

Sector Composition

1 Technology 5.02%
2 Financials 4.07%
3 Consumer Staples 3.91%
4 Industrials 3.73%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$50K 0.04%
+1,414
127
$50K 0.04%
+2,055
128
$50K 0.04%
875
129
$50K 0.04%
1,498
130
$49K 0.04%
+220
131
$48K 0.04%
1,940
132
$47K 0.04%
744
133
$46K 0.03%
578
134
$45K 0.03%
+1,073
135
$45K 0.03%
472
+436
136
$44K 0.03%
379
137
$44K 0.03%
406
138
$38K 0.03%
+616
139
$37K 0.03%
413
140
$35K 0.03%
+400
141
$35K 0.03%
+652
142
$34K 0.03%
340
+311
143
$34K 0.03%
+737
144
$34K 0.03%
602
+289
145
$32K 0.02%
+432
146
$30K 0.02%
1,443
147
$29K 0.02%
704
+616
148
$28K 0.02%
+584
149
$28K 0.02%
+1,150
150
$26K 0.02%
353
4 5
6
7 8