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
$137M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.56M
3
+$2.56M
4
LMT icon
Lockheed Martin
LMT
+$2.49M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.38M

Top Sells

1
+$3.37M
2
+$3.23M
3
+$2.14M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.03M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M

Sector Composition

1 Healthcare 6.21%
2 Consumer Staples 5.34%
3 Industrials 5.1%
4 Technology 4.91%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.04%
472
127
$51K 0.04%
1,414
128
$51K 0.04%
220
129
$49K 0.04%
365
130
$49K 0.04%
1,160
+1,000
131
$47K 0.03%
578
132
$46K 0.03%
411
-17
133
$40K 0.03%
616
134
$40K 0.03%
413
135
$39K 0.03%
652
136
$37K 0.03%
400
137
$36K 0.03%
340
138
$33K 0.02%
1,150
139
$32K 0.02%
558
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140
$32K 0.02%
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141
$31K 0.02%
432
142
$30K 0.02%
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143
$29K 0.02%
1,443
144
$27K 0.02%
353
145
$26K 0.02%
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146
$24K 0.02%
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147
$24K 0.02%
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148
$23K 0.02%
281
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149
$22K 0.02%
375
150
$21K 0.02%
320
4 5
6
7 8