HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$274M
This Quarter Return
-3.3%
1 Year Return
+7.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$128M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.88%
Holding
351
New
351
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
ZK International Group
ZKIN
$10.2M
| $14 | ﹤0.01% |
+20
| New | +$14 |
|