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
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.48%
2 Industrials 5.15%
3 Consumer Staples 4.23%
4 Communication Services 3.2%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+50
202
$1K ﹤0.01%
+116
203
$1K ﹤0.01%
+32
204
$1K ﹤0.01%
+27