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
$151M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$2.85M
3
+$2.81M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.48M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.38M

Top Sells

1
+$8.33M
2
+$2.74M
3
+$2.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.59M
5
CVS icon
CVS Health
CVS
+$1.13M

Sector Composition

1 Industrials 3.51%
2 Technology 2.92%
3 Healthcare 2.9%
4 Consumer Discretionary 2.29%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K 0.02%
1,443
152
$27K 0.02%
540
153
$27K 0.02%
353
154
$26K 0.02%
320
155
$26K 0.02%
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156
$25K 0.02%
+207
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$24K 0.02%
905
158
$23K 0.02%
434
159
$22K 0.01%
229
160
$21K 0.01%
250
161
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175
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162
$20K 0.01%
245
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163
$19K 0.01%
390
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165
$17K 0.01%
124
166
$16K 0.01%
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167
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$16K 0.01%
1,182
169
$16K 0.01%
313
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170
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174
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326
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$13K 0.01%
146
5 6
7
8 9