HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
This Quarter Return
+1.58%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(+6.5%)
Cap. Flow
+$9.7M
Cap. Flow
% of AUM
6.63%
Top 10 Holdings %
Top 10 Hldgs %
33.33%
Holding
264
New
16
Increased
65
Reduced
46
Closed
21
Top Buys
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$1.71M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$1.7M |
| 3 |
Pfizer
PFE
|
$1.63M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$1.51M |
| 5 |
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% |
