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
$289M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.66M
3
+$2.38M
4
AAPL icon
Apple
AAPL
+$1.62M
5
SYY icon
Sysco
SYY
+$780K

Top Sells

1
+$41.2M
2
+$1.16M
3
+$671K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$427K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$377K

Sector Composition

1 Technology 2.79%
2 Financials 1.7%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.76%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.45%
2,595
-57
27
$1.26M 0.38%
4,439
+2,709
28
$1.24M 0.37%
4,697
+2,148
29
$1.23M 0.37%
42,317
-2,894
30
$1.19M 0.36%
5,648
+3,227
31
$1.15M 0.34%
20,264
+1,046
32
$1.13M 0.34%
4,772
+1,307
33
$1.13M 0.34%
38,851
+5,082
34
$1.13M 0.34%
17,001
+20
35
$987K 0.3%
71,704
+23,755
36
$972K 0.29%
18,414
+11,732
37
$803K 0.24%
1,373
+607
38
$780K 0.23%
+9,988
39
$746K 0.22%
7,370
+82
40
$743K 0.22%
+17,877
41
$723K 0.22%
15,117
+10,349
42
$717K 0.21%
20,974
+1,092
43
$704K 0.21%
24,774
+4,644
44
$694K 0.21%
4,010
-30
45
$691K 0.21%
+11,078
46
$687K 0.21%
+3,936
47
$678K 0.2%
1,284
+846
48
$675K 0.2%
4,587
+86
49
$671K 0.2%
10,703
-498
50
$669K 0.2%
+13,064
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