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
$121M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$2.23M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.22M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.73M

Top Sells

1
+$2.13M
2
+$1.6M
3
+$1.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.51M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.13M

Sector Composition

1 Industrials 5.91%
2 Consumer Discretionary 5.23%
3 Technology 5.03%
4 Consumer Staples 3.91%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K 0.01%
184
152
$9K 0.01%
+53
153
$8K 0.01%
84
154
$8K 0.01%
+216
155
$8K 0.01%
850
156
$7K 0.01%
529
-121,183
157
$7K 0.01%
72
158
$7K 0.01%
55
159
$7K 0.01%
149
160
$7K 0.01%
195
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161
$6K 0.01%
87
162
$6K 0.01%
27
163
$5K ﹤0.01%
430
164
$5K ﹤0.01%
141
165
$5K ﹤0.01%
123
166
$5K ﹤0.01%
72
167
$5K ﹤0.01%
58
168
$5K ﹤0.01%
54
169
$4K ﹤0.01%
140
170
$4K ﹤0.01%
44
171
$4K ﹤0.01%
279
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$4K ﹤0.01%
40
173
$4K ﹤0.01%
74
174
$4K ﹤0.01%
48
175
$4K ﹤0.01%
60
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