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
$131M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$2.14K

Top Sells

1
+$27.3M
2
+$13.5M
3
+$12.5M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$12.2M
5
FISR icon
SPDR SSGA Fixed Income Sector Rotation ETF
FISR
+$9.28M

Sector Composition

1 Technology 1.64%
2 Financials 1.56%
3 Consumer Staples 0.86%
4 Consumer Discretionary 0.61%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$617K 0.4%
19,921
-31,174
27
$600K 0.39%
8,895
-8,106
28
$600K 0.39%
1,019
-1,576
29
$594K 0.39%
10,819
-9,445
30
$594K 0.39%
21,305
-17,546
31
$567K 0.37%
1,405
-391
32
$552K 0.36%
+10,413
33
$541K 0.35%
20,660
-21,657
34
$539K 0.35%
2,151
-10,454
35
$490K 0.32%
40,522
-31,182
36
$432K 0.28%
1,798
-2,974
37
$402K 0.26%
1,174
-224
38
$376K 0.25%
2,245
-1,765
39
$369K 0.24%
3,812
-3,558
40
$342K 0.22%
12,997
-11,777
41
$337K 0.22%
1,275
-3,422
42
$307K 0.2%
5,293
-5,410
43
$289K 0.19%
2,245
-1,821
44
$288K 0.19%
4,072
-4,040
45
$282K 0.18%
5,713
-5,709
46
$256K 0.17%
607
-2,949
47
$250K 0.16%
1,726
-2,861
48
$246K 0.16%
850
-3,589
49
$232K 0.15%
1,058
-1,157
50
$209K 0.14%
1,102
-541
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