HWP

Hefty Wealth Partners Portfolio holdings

AUM $155M
1-Year Est. Return 7.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$2.66M
3
+$2.62M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.98M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.18M

Top Sells

1
+$2.44M
2
+$2.4M
3
+$1.71M
4
WBA
Walgreens Boots Alliance
WBA
+$1.64M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$1.41M

Sector Composition

1 Healthcare 3.8%
2 Industrials 3.53%
3 Technology 3.05%
4 Consumer Discretionary 2.87%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4K ﹤0.01%
21
202
$4K ﹤0.01%
81
203
$4K ﹤0.01%
430
204
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45
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42
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4
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50
209
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34
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23
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161
-33,715
213
$3K ﹤0.01%
206
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42
215
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30
216
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168
217
$3K ﹤0.01%
24
218
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219
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220
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104
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221
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114
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24
223
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23
224
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88
225
$2K ﹤0.01%
40
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