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
$137M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.56M
3
+$2.56M
4
LMT icon
Lockheed Martin
LMT
+$2.49M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.38M

Top Sells

1
+$3.37M
2
+$3.23M
3
+$2.14M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.03M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M

Sector Composition

1 Healthcare 6.21%
2 Consumer Staples 5.34%
3 Industrials 5.1%
4 Technology 4.91%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$20K 0.01%
229
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152
$20K 0.01%
250
153
$19K 0.01%
434
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154
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$17K 0.01%
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157
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730
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522
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159
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529
164
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$10K 0.01%
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$10K 0.01%
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$9K 0.01%
84
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