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
$107M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.46M
3
+$2.48M
4
XSLV icon
Invesco S&P SmallCap Low Volatility ETF
XSLV
+$2.02M
5
WMT icon
Walmart
WMT
+$1.94M

Top Sells

1
+$4.64M
2
+$3.36M
3
+$2.18M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.53M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.51M

Sector Composition

1 Financials 5%
2 Industrials 4.95%
3 Consumer Staples 4.41%
4 Consumer Discretionary 3.26%
5 Technology 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
54
177
$4K ﹤0.01%
60
178
$4K ﹤0.01%
39
-8,176
179
$4K ﹤0.01%
175
180
$4K ﹤0.01%
44
181
$4K ﹤0.01%
72
182
$4K ﹤0.01%
74
183
$4K ﹤0.01%
48
184
$4K ﹤0.01%
40
185
$3K ﹤0.01%
88
186
$3K ﹤0.01%
21
187
$3K ﹤0.01%
34
188
$3K ﹤0.01%
88
189
$3K ﹤0.01%
23
-5,760
190
$3K ﹤0.01%
81
191
$3K ﹤0.01%
61
192
$3K ﹤0.01%
45
193
$3K ﹤0.01%
42
194
$3K ﹤0.01%
279
195
$3K ﹤0.01%
195
196
$3K ﹤0.01%
42
197
$3K ﹤0.01%
117
198
$3K ﹤0.01%
50
199
$3K ﹤0.01%
102
200
$2K ﹤0.01%
30
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8
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