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
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$5.06M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.29M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.48%
2 Industrials 5.15%
3 Consumer Staples 4.23%
4 Communication Services 3.2%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3K ﹤0.01%
+60
177
$3K ﹤0.01%
+30
178
$3K ﹤0.01%
+61
179
$3K ﹤0.01%
+175
180
$3K ﹤0.01%
+45
181
$3K ﹤0.01%
+42
182
$3K ﹤0.01%
+279
183
$3K ﹤0.01%
+36
184
$3K ﹤0.01%
+195
185
$3K ﹤0.01%
+42
186
$3K ﹤0.01%
+117
187
$3K ﹤0.01%
+50
188
$2K ﹤0.01%
+168
189
$2K ﹤0.01%
+34
190
$2K ﹤0.01%
+29
191
$2K ﹤0.01%
+38
192
$2K ﹤0.01%
+19
193
$2K ﹤0.01%
+74
194
$2K ﹤0.01%
+23
195
$2K ﹤0.01%
+206
196
$2K ﹤0.01%
+12
197
$2K ﹤0.01%
+57
198
$2K ﹤0.01%
+52
199
$2K ﹤0.01%
+23
200
$2K ﹤0.01%
+102
5 6 7
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