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
$137M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.56M
3
+$2.56M
4
LMT icon
Lockheed Martin
LMT
+$2.49M
5
VV icon
Vanguard Large-Cap ETF
VV
+$2.38M

Top Sells

1
+$3.37M
2
+$3.23M
3
+$2.14M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.03M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.86M

Sector Composition

1 Healthcare 6.21%
2 Consumer Staples 5.34%
3 Industrials 5.1%
4 Technology 4.91%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.18M 3.77%
+51,832
2
$4.96M 3.61%
91,740
+895
3
$4.58M 3.33%
54,228
+1,188
4
$4.04M 2.94%
84,571
-34,335
5
$3.97M 2.89%
93,841
-50,561
6
$3.8M 2.76%
35,013
+1,665
7
$3.1M 2.25%
61,360
-26,643
8
$3.08M 2.24%
63,538
-11,180
9
$2.89M 2.11%
61,733
+40,578
10
$2.86M 2.08%
56,211
-1,998
11
$2.79M 2.03%
20,046
+12,109
12
$2.63M 1.91%
51,967
-1,820
13
$2.6M 1.89%
54,160
+8,187
14
$2.58M 1.88%
60,184
-9,509
15
$2.56M 1.86%
+49,514
16
$2.56M 1.86%
+49,884
17
$2.5M 1.82%
9,328
+9,289
18
$2.44M 1.78%
52,263
-26,032
19
$2.4M 1.75%
22,055
+12,058
20
$2.38M 1.73%
+21,986
21
$2.36M 1.72%
+44,302
22
$2.34M 1.7%
36,004
-17,246
23
$2.31M 1.68%
68,482
+68,048
24
$2.31M 1.68%
26,194
-12,008
25
$2.12M 1.54%
8,942
-38
1
2 3 4 5