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
276
$1.32K ﹤0.01%
+70
277
$1.31K ﹤0.01%
+12
278
$1.3K ﹤0.01%
+3,100
279
$1.29K ﹤0.01%
+19
280
$1.29K ﹤0.01%
+2
281
$1.19K ﹤0.01%
+8
282
$1.15K ﹤0.01%
+20
283
$1.12K ﹤0.01%
+2
284
$1.11K ﹤0.01%
+15
285
$1.09K ﹤0.01%
+22
286
$1.08K ﹤0.01%
+9
287
$1.03K ﹤0.01%
+10
288
$1.02K ﹤0.01%
+15
289
$1.02K ﹤0.01%
+10
290
$964 ﹤0.01%
+42
291
$938 ﹤0.01%
+14
292
$926 ﹤0.01%
+15
293
$880 ﹤0.01%
+2
294
$849 ﹤0.01%
+104
295
$842 ﹤0.01%
+38
296
$818 ﹤0.01%
+200
297
$802 ﹤0.01%
+15
298
$796 ﹤0.01%
+9
299
$774 ﹤0.01%
+50
300
$738 ﹤0.01%
+30
10 11
12
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