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
251
$2.1K ﹤0.01%
+17
252
$2.03K ﹤0.01%
+12
253
$2K ﹤0.01%
+58
254
$1.95K ﹤0.01%
+28
255
$1.94K ﹤0.01%
+14
256
$1.88K ﹤0.01%
+43
257
$1.83K ﹤0.01%
+5
258
$1.79K ﹤0.01%
+16
259
$1.76K ﹤0.01%
+84
260
$1.76K ﹤0.01%
+60
261
$1.74K ﹤0.01%
+18
262
$1.62K ﹤0.01%
+52
263
$1.62K ﹤0.01%
+5
264
$1.57K ﹤0.01%
+33
265
$1.56K ﹤0.01%
+60
266
$1.55K ﹤0.01%
+10
267
$1.52K ﹤0.01%
+22
268
$1.51K ﹤0.01%
+17
269
$1.49K ﹤0.01%
+21
270
$1.48K ﹤0.01%
+54
271
$1.43K ﹤0.01%
+10
272
$1.4K ﹤0.01%
+84
273
$1.38K ﹤0.01%
+17
274
$1.36K ﹤0.01%
+400
275
$1.33K ﹤0.01%
+12
9 10
11
12 13