HWP

Hibernia Wealth Partners Portfolio holdings

AUM $274M
1-Year Est. Return 7.21%
This Quarter Est. Return
1 Year Est. Return
+7.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.1M
3
+$12.7M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$9.73M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.54%
2 Technology 1.4%
3 Consumer Staples 0.8%
4 Consumer Discretionary 0.49%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.52K ﹤0.01%
+45
227
$3.51K ﹤0.01%
+51
228
$3.48K ﹤0.01%
+20
229
$3.47K ﹤0.01%
+29
230
$3.42K ﹤0.01%
+75
231
$3.4K ﹤0.01%
+21
232
$3.29K ﹤0.01%
+50
233
$3.17K ﹤0.01%
+28
234
$3.12K ﹤0.01%
+27
235
$3.12K ﹤0.01%
+29
236
$3.09K ﹤0.01%
+14
237
$2.66K ﹤0.01%
+75
238
$2.66K ﹤0.01%
+29
239
$2.58K ﹤0.01%
+100
240
$2.47K ﹤0.01%
+13
241
$2.44K ﹤0.01%
+7,500
242
$2.4K ﹤0.01%
+32
243
$2.36K ﹤0.01%
+49
244
$2.31K ﹤0.01%
+50
245
$2.28K ﹤0.01%
+84
246
$2.27K ﹤0.01%
+5,737
247
$2.22K ﹤0.01%
+65
248
$2.2K ﹤0.01%
+20
249
$2.11K ﹤0.01%
+50
250
$2.11K ﹤0.01%
+15
8 9
10
11 12