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
$287M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.2M
3
+$14.5M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$13.9M
5
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$11.8M

Top Sells

1
+$797K
2
+$700K
3
+$658K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$640K
5
CFA icon
VictoryShares US 500 Volatility Wtd ETF
CFA
+$631K

Sector Composition

1 Technology 1.89%
2 Financials 1.02%
3 Energy 0.69%
4 Consumer Discretionary 0.46%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.42%
9,731
+2,131
27
$1.19M 0.41%
5,642
-2,754
28
$1.13M 0.39%
20,411
+11,447
29
$1.04M 0.36%
16,981
+8,499
30
$988K 0.34%
19,218
+10,094
31
$946K 0.33%
33,769
+22,850
32
$771K 0.27%
19,882
+9,736
33
$756K 0.26%
3,465
+790
34
$721K 0.25%
47,949
-8,408
35
$707K 0.25%
7,288
+3,678
36
$704K 0.25%
4,501
+2,806
37
$666K 0.23%
4,040
+2,271
38
$641K 0.22%
11,201
+5,621
39
$617K 0.21%
2,549
-8
40
$578K 0.2%
8,334
+4,194
41
$553K 0.19%
11,399
+5,710
42
$535K 0.19%
20,130
+10,065
43
$496K 0.17%
+3,100
44
$490K 0.17%
2,421
-1,199
45
$482K 0.17%
4,056
+2,068
46
$463K 0.16%
1,730
-2,087
47
$404K 0.14%
+1,586
48
$400K 0.14%
+906
49
$397K 0.14%
+975
50
$390K 0.14%
766
+198
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