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
26
$713K 0.55%
+3,358
27
$664K 0.51%
+9,759
28
$649K 0.5%
+9,824
29
$548K 0.42%
+11,935
30
$545K 0.42%
+14,585
31
$538K 0.42%
+19,706
32
$510K 0.4%
+5,646
33
$501K 0.39%
+3,457
34
$468K 0.36%
+12,646
35
$464K 0.36%
+8,973
36
$449K 0.35%
+7,614
37
$427K 0.33%
+10,011
38
$391K 0.3%
+6,001
39
$359K 0.28%
+9,353
40
$343K 0.27%
+1,815
41
$340K 0.26%
+6,374
42
$339K 0.26%
+946
43
$287K 0.22%
+3,783
44
$265K 0.2%
+9,919
45
$257K 0.2%
+1,236
46
$249K 0.19%
+3,463
47
$248K 0.19%
+5,569
48
$234K 0.18%
+5,148
49
$233K 0.18%
+1,600
50
$232K 0.18%
+3,603
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