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
$132M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.48M
3
+$2.45M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

Top Sells

1
+$2.48M
2
+$2.46M
3
+$2.22M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.21M
5
GIS icon
General Mills
GIS
+$1.89M

Sector Composition

1 Technology 5.02%
2 Financials 4.07%
3 Consumer Staples 3.91%
4 Industrials 3.73%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.02%
905
152
$24K 0.02%
+500
153
$23K 0.02%
540
+452
154
$22K 0.02%
375
155
$21K 0.02%
320
156
$21K 0.02%
245
157
$20K 0.02%
+1,850
158
$18K 0.01%
250
159
$18K 0.01%
+1,182
160
$14K 0.01%
520
161
$14K 0.01%
59
-4,528
162
$14K 0.01%
400
163
$14K 0.01%
185
164
$13K 0.01%
434
-36,223
165
$13K 0.01%
307
166
$12K 0.01%
115
-10,155
167
$11K 0.01%
215
168
$11K 0.01%
495
169
$11K 0.01%
336
170
$11K 0.01%
124
171
$10K 0.01%
266
172
$10K 0.01%
96
173
$10K 0.01%
146
174
$10K 0.01%
253
175
$10K 0.01%
53
5 6
7
8 9