HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
This Quarter Return
+3.48%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(+15%)
Cap. Flow
+$15.8M
Cap. Flow
% of AUM
11.5%
Top 10 Holdings %
Top 10 Hldgs %
27.98%
Holding
275
New
38
Increased
47
Reduced
49
Closed
27
Top Buys
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$5.18M |
| 2 |
VF Corp
VFC
|
$2.56M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$2.56M |
| 4 |
Lockheed Martin
LMT
|
$2.49M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$2.38M |
Top Sells
Sector Composition
| 1 | Healthcare | 6.21% |
| 2 | Consumer Staples | 5.34% |
| 3 | Industrials | 5.1% |
| 4 | Technology | 4.91% |
| 5 | Consumer Discretionary | 4.01% |
