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
301
$728 ﹤0.01%
+67
302
$695 ﹤0.01%
+8
303
$695 ﹤0.01%
+2
304
$693 ﹤0.01%
+100
305
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+16
306
$688 ﹤0.01%
+20
307
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+5
308
$664 ﹤0.01%
+14
309
$646 ﹤0.01%
+174
310
$632 ﹤0.01%
+2
311
$534 ﹤0.01%
+9
312
$533 ﹤0.01%
+17
313
$519 ﹤0.01%
+5
314
$507 ﹤0.01%
+10
315
$497 ﹤0.01%
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316
$487 ﹤0.01%
+12
317
$469 ﹤0.01%
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318
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+6
319
$440 ﹤0.01%
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320
$438 ﹤0.01%
+100
321
$437 ﹤0.01%
+1
322
$433 ﹤0.01%
+4
323
$431 ﹤0.01%
+14
324
$416 ﹤0.01%
+9
325
$411 ﹤0.01%
+10
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