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
$151M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$2.85M
3
+$2.81M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.48M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.38M

Top Sells

1
+$8.33M
2
+$2.74M
3
+$2.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.59M
5
CVS icon
CVS Health
CVS
+$1.13M

Sector Composition

1 Industrials 3.51%
2 Technology 2.92%
3 Healthcare 2.9%
4 Consumer Discretionary 2.29%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$59K 0.04%
+415
127
$58K 0.04%
1,414
128
$58K 0.04%
+1,965
129
$58K 0.04%
641
-7,562
130
$58K 0.04%
454
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131
$55K 0.04%
616
132
$55K 0.04%
365
133
$54K 0.04%
511
134
$52K 0.03%
638
135
$50K 0.03%
594
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136
$50K 0.03%
400
137
$49K 0.03%
+296
138
$48K 0.03%
406
139
$44K 0.03%
358
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140
$43K 0.03%
966
141
$41K 0.03%
652
142
$39K 0.03%
+324
143
$37K 0.02%
500
144
$37K 0.02%
404
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145
$37K 0.02%
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146
$37K 0.02%
413
147
$31K 0.02%
506
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148
$30K 0.02%
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149
$29K 0.02%
558
150
$29K 0.02%
+1,335
4 5
6
7 8