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
$146M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$2.73M
3
+$2.66M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.98M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.19M

Top Sells

1
+$1.71M
2
+$1.7M
3
+$1.63M
4
WBA
Walgreens Boots Alliance
WBA
+$1.51M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.42M

Sector Composition

1 Healthcare 3.8%
2 Industrials 3.53%
3 Technology 3.05%
4 Consumer Discretionary 2.87%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
72
177
$7K ﹤0.01%
558
-187
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$7K ﹤0.01%
433
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$7K ﹤0.01%
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54
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$6K ﹤0.01%
900
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27
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123
187
$6K ﹤0.01%
199
-54,145
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$6K ﹤0.01%
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$6K ﹤0.01%
2,680
190
$5K ﹤0.01%
60
191
$5K ﹤0.01%
97
192
$5K ﹤0.01%
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58
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$5K ﹤0.01%
40
197
$5K ﹤0.01%
510
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198
$4K ﹤0.01%
21
199
$4K ﹤0.01%
81
200
$4K ﹤0.01%
430
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