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
$151M
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$2.85M
3
+$2.81M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$2.48M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.38M

Top Sells

1
+$8.33M
2
+$2.74M
3
+$2.67M
4
XLB icon
Materials Select Sector SPDR Fund
XLB
+$2.59M
5
CVS icon
CVS Health
CVS
+$1.13M

Sector Composition

1 Industrials 3.51%
2 Technology 2.92%
3 Healthcare 2.9%
4 Consumer Discretionary 2.29%
5 Consumer Staples 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
2,680
202
$6K ﹤0.01%
97
203
$6K ﹤0.01%
900
204
$6K ﹤0.01%
433
-125
205
$5K ﹤0.01%
+139
206
$5K ﹤0.01%
42
207
$5K ﹤0.01%
72
208
$5K ﹤0.01%
58
209
$4K ﹤0.01%
88
210
$4K ﹤0.01%
30
211
$4K ﹤0.01%
168
212
$4K ﹤0.01%
24
213
$4K ﹤0.01%
21
214
$4K ﹤0.01%
23
215
$4K ﹤0.01%
81
216
$4K ﹤0.01%
46
217
$4K ﹤0.01%
+123
218
$4K ﹤0.01%
74
219
$4K ﹤0.01%
4
220
$3K ﹤0.01%
+59
221
$3K ﹤0.01%
34
222
$3K ﹤0.01%
40
223
$3K ﹤0.01%
23
224
$3K ﹤0.01%
36
225
$3K ﹤0.01%
149
7 8
9
10 11