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
$119M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.32M
3
+$3.35M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.11M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$2.03M

Top Sells

1
+$6.2M
2
+$3.62M
3
+$3.01M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.79M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.45M

Sector Composition

1 Industrials 4.29%
2 Consumer Staples 3.84%
3 Technology 3.76%
4 Healthcare 2.61%
5 Consumer Discretionary 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
48
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42
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50
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102
-34,613
217
$2K ﹤0.01%
88
-245
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12
224
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57
225
$2K ﹤0.01%
36
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