HWP

Hefty Wealth Partners Portfolio holdings

AUM $155M
1-Year Est. Return 7.56%
This Fund
S&P 500
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
+$3.47M
2
+$3.2M
3
+$2.46M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$1.9M
5
WMT icon
Walmart Inc
WMT
+$1.86M

Top Sells

1
+$4.64M
2
+$3.15M
3
+$2.03M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.43M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.42M

Sector Composition

1 Financials 5%
2 Industrials 4.96%
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%
119
152
$9K 0.01%
266
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$9K 0.01%
166
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$9K 0.01%
+247
155
$9K 0.01%
96
156
$9K 0.01%
104
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$9K 0.01%
180
158
$9K 0.01%
850
159
$8K 0.01%
495
160
$8K 0.01%
84
161
$8K 0.01%
146
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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%
+59
167
$5K ﹤0.01%
140
168
$5K ﹤0.01%
285
-1,950
169
$5K ﹤0.01%
141
-31
170
$5K ﹤0.01%
58
171
$5K ﹤0.01%
87
172
$5K ﹤0.01%
430
173
$5K ﹤0.01%
80
-568
174
$5K ﹤0.01%
27
175
$5K ﹤0.01%
123
5 6
7
8 9