HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
This Quarter Return
-1.2%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(-3.8%)
Cap. Flow
-$4.21M
Cap. Flow
% of AUM
-2.71%
Top 10 Holdings %
Top 10 Hldgs %
31.92%
Holding
290
New
41
Increased
40
Reduced
63
Closed
51
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$2.87M |
| 2 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.64M |
| 3 |
iShares MSCI World ETF
URTH
|
$2.57M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$2.49M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$2.37M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 4.39% |
| 2 | Financials | 3.94% |
| 3 | Healthcare | 3.49% |
| 4 | Technology | 2.95% |
| 5 | Communication Services | 2% |
