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
326
$408 ﹤0.01%
+11
327
$407 ﹤0.01%
+4
328
$395 ﹤0.01%
+52
329
$359 ﹤0.01%
+100
330
$330 ﹤0.01%
+7
331
$329 ﹤0.01%
+18
332
$312 ﹤0.01%
+18
333
$297 ﹤0.01%
+6
334
$287 ﹤0.01%
+6
335
$249 ﹤0.01%
+3
336
$245 ﹤0.01%
+10
337
$208 ﹤0.01%
+6
338
$197 ﹤0.01%
+10
339
$170 ﹤0.01%
+1
340
$160 ﹤0.01%
+20
341
$159 ﹤0.01%
+20
342
$156 ﹤0.01%
+54
343
$121 ﹤0.01%
+12
344
$115 ﹤0.01%
+28
345
$65 ﹤0.01%
+25
346
$65 ﹤0.01%
+10
347
$59 ﹤0.01%
+6
348
$54 ﹤0.01%
+1
349
$45 ﹤0.01%
+3
350
$25 ﹤0.01%
+1
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14
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