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
$121M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.31M
3
+$2.23M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.22M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.73M

Top Sells

1
+$2.13M
2
+$1.6M
3
+$1.6M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.51M
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
201
$2K ﹤0.01%
24
202
$2K ﹤0.01%
81
203
$2K ﹤0.01%
40
204
$1K ﹤0.01%
116
205
$1K ﹤0.01%
57
206
$1K ﹤0.01%
32
207
$1K ﹤0.01%
26
-26
208
$1K ﹤0.01%
27
209
$1K ﹤0.01%
+18
210
$1K ﹤0.01%
19
211
– –
-15,000
212
– –
-10,000
213
– –
-242
214
– –
-8,597
215
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-11,985
216
– –
-8,229
217
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-30,014
218
– –
-15,206
219
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-3,000
220
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-175
221
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-3,080
222
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-285
223
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-782
224
– –
-18,865
225
– –
-5,335
6 7 8
9
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