HWP
Hefty Wealth Partners Portfolio holdings
AUM
$155M
1-Year Return
7.56%
This Quarter Return
+0.97%
1 Year Return
+7.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$10.6M
(+8.7%)
Cap. Flow
+$9.81M
Cap. Flow
% of AUM
7.45%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
265
New
55
Increased
68
Reduced
32
Closed
23
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$4.36M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$2.48M |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$2.45M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.29M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$2.01M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$2.49M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$2.46M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.22M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.21M |
| 5 |
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% |
