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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$5.06M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.29M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.48%
2 Industrials 5.15%
3 Consumer Staples 4.23%
4 Communication Services 3.2%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7K 0.01%
+55
152
$7K 0.01%
+495
153
$7K 0.01%
+172
154
$7K 0.01%
+84
155
$7K 0.01%
+184
156
$6K 0.01%
+72
157
$6K 0.01%
+430
158
$6K 0.01%
+199
159
$6K 0.01%
+54
160
$5K ﹤0.01%
+87
161
$5K ﹤0.01%
+140
162
$5K ﹤0.01%
+27
163
$5K ﹤0.01%
+58
164
$4K ﹤0.01%
+21
165
$4K ﹤0.01%
+88
166
$4K ﹤0.01%
+81
167
$4K ﹤0.01%
+44
168
$4K ﹤0.01%
+123
169
$4K ﹤0.01%
+72
170
$4K ﹤0.01%
+74
171
$4K ﹤0.01%
+48
172
$4K ﹤0.01%
+40
173
$4K ﹤0.01%
+58
174
$4K ﹤0.01%
+195
175
$3K ﹤0.01%
+88
5 6
7
8 9