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
$107M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.46M
3
+$2.48M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.02M
5
WMT icon
Walmart
WMT
+$1.94M

Top Sells

1
+$4.64M
2
+$3.36M
3
+$2.18M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Financials 5%
2 Industrials 4.95%
3 Consumer Staples 4.41%
4 Consumer Discretionary 3.26%
5 Technology 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K 0.01%
124
152
$9K 0.01%
+247
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$9K 0.01%
266
154
$9K 0.01%
96
155
$9K 0.01%
104
156
$9K 0.01%
180
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$9K 0.01%
850
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$9K 0.01%
166
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$8K 0.01%
495
160
$8K 0.01%
84
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$8K 0.01%
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$8K 0.01%
184
163
$7K 0.01%
55
164
$7K 0.01%
149
165
$6K 0.01%
72
166
$5K ﹤0.01%
87
167
$5K ﹤0.01%
430
168
$5K ﹤0.01%
140
169
$5K ﹤0.01%
285
-1,950
170
$5K ﹤0.01%
141
-31
171
$5K ﹤0.01%
80
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$5K ﹤0.01%
27
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$5K ﹤0.01%
123
174
$5K ﹤0.01%
58
175
$5K ﹤0.01%
+59
5 6
7
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