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
$119M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$3.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.03M

Top Sells

1
+$6.2M
2
+$3.62M
3
+$3.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.79M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.45M

Sector Composition

1 Industrials 4.29%
2 Consumer Staples 3.84%
3 Technology 3.76%
4 Healthcare 2.61%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.03%
376
-3
127
$40K 0.03%
340
128
$38K 0.03%
616
129
$37K 0.03%
400
130
$37K 0.03%
413
131
$36K 0.03%
652
132
$33K 0.03%
602
133
$31K 0.03%
1,443
134
$30K 0.03%
210
-8,139
135
$28K 0.02%
500
136
$28K 0.02%
432
137
$28K 0.02%
1,150
138
$27K 0.02%
704
139
$27K 0.02%
540
140
$27K 0.02%
353
141
$24K 0.02%
905
142
$24K 0.02%
1,850
143
$22K 0.02%
245
144
$21K 0.02%
320
145
$21K 0.02%
375
146
$20K 0.02%
+390
147
$20K 0.02%
1,182
148
$19K 0.02%
250
149
$16K 0.01%
292
-292
150
$15K 0.01%
185
4 5
6
7 8