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
$146M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$2.73M
3
+$2.66M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.98M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M

Top Sells

1
+$1.71M
2
+$1.7M
3
+$1.63M
4
WBA
Walgreens Boots Alliance
WBA
+$1.51M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.42M

Sector Composition

1 Healthcare 3.8%
2 Industrials 3.53%
3 Technology 3.05%
4 Consumer Discretionary 2.87%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.03%
400
-11
127
$46K 0.03%
368
-9
128
$44K 0.03%
616
129
$44K 0.03%
1,150
130
$43K 0.03%
966
-21,514
131
$42K 0.03%
400
132
$42K 0.03%
406
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133
$39K 0.03%
220
134
$38K 0.03%
652
135
$37K 0.03%
413
136
$34K 0.02%
393
-408
137
$33K 0.02%
500
138
$32K 0.02%
432
139
$31K 0.02%
602
140
$30K 0.02%
558
141
$27K 0.02%
353
142
$27K 0.02%
1,443
143
$24K 0.02%
320
144
$24K 0.02%
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145
$23K 0.02%
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146
$22K 0.02%
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147
$22K 0.02%
375
148
$21K 0.01%
434
149
$21K 0.01%
250
150
$20K 0.01%
229
4 5
6
7 8