HWP

Hefty Wealth Partners Portfolio holdings

AUM $155M
1-Year Est. Return 7.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.27M
3
+$2.25M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.22M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.65M

Top Sells

1
+$2.02M
2
+$1.7M
3
+$1.51M
4
T icon
AT&T
T
+$1.47M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$1.13M

Sector Composition

1 Industrials 5.91%
2 Consumer Discretionary 5.23%
3 Technology 5.03%
4 Consumer Staples 3.91%
5 Financials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4K ﹤0.01%
279
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200
$2K ﹤0.01%
12
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