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
$132M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.48M
3
+$2.45M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$2.29M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$2.48M
2
+$2.46M
3
+$2.22M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.21M
5
GIS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
97
202
$4K ﹤0.01%
44
203
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45
204
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74
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48
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40
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$3K ﹤0.01%
46
-15
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74
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34
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23
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81
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42
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279
215
$3K ﹤0.01%
195
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$3K ﹤0.01%
42
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$3K ﹤0.01%
117
218
$3K ﹤0.01%
+77
219
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50
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$2K ﹤0.01%
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168
222
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24
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40
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38
225
$2K ﹤0.01%
23
7 8
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10 11