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
$132M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.48M
3
+$2.45M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$2.29M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

Top Sells

1
+$2.48M
2
+$2.46M
3
+$2.22M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.21M
5
GIS icon
General Mills
GIS
+$1.89M

Sector Composition

1 Technology 5.02%
2 Financials 4.07%
3 Consumer Staples 3.91%
4 Industrials 3.73%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9K 0.01%
+745
177
$9K 0.01%
103
178
$9K 0.01%
216
179
$9K 0.01%
850
180
$9K 0.01%
184
181
$8K 0.01%
+333
182
$8K 0.01%
529
183
$8K 0.01%
84
184
$8K 0.01%
68
-453
185
$8K 0.01%
195
186
$6K ﹤0.01%
72
187
$6K ﹤0.01%
+160
188
$6K ﹤0.01%
+433
189
$6K ﹤0.01%
199
-51,681
190
$6K ﹤0.01%
58
191
$6K ﹤0.01%
149
192
$5K ﹤0.01%
+154
193
$5K ﹤0.01%
430
194
$5K ﹤0.01%
140
195
$5K ﹤0.01%
27
196
$5K ﹤0.01%
72
197
$5K ﹤0.01%
58
-12,807
198
$5K ﹤0.01%
+4
199
$5K ﹤0.01%
54
200
$4K ﹤0.01%
60
6 7
8
9 10