HWP

Hibernia Wealth Partners Portfolio holdings

AUM $156M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3M
3
+$2.2M
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.86M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$2.92M
2
+$2.49M
3
+$1.82M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.2M
5
NVDA icon
NVIDIA
NVDA
+$944K

Sector Composition

1 Financials 0.81%
2 Technology 0.63%
3 Energy 0.38%
4 Consumer Discretionary 0.38%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$467K 0.33%
1,243
+636
27
$448K 0.32%
+841
28
$440K 0.31%
37,833
-2,689
29
$433K 0.31%
1,952
+154
30
$415K 0.3%
1,869
-282
31
$403K 0.29%
12,997
32
$379K 0.27%
5,708
-3,932
33
$372K 0.26%
2,225
+499
34
$335K 0.24%
1,295
+20
35
$312K 0.22%
4,002
-70
36
$309K 0.22%
5,293
37
$304K 0.22%
5,715
+2
38
$290K 0.21%
1,523
+465
39
$270K 0.19%
2,215
-30
40
$259K 0.18%
1,055
-2,518
41
$239K 0.17%
+766
42
$224K 0.16%
814
-36
43
$205K 0.15%
4,954
+6
44
$202K 0.14%
1,039
45
$167K 0.12%
+10,117
46
– –
-2,245
47
– –
-1,102
48
– –
-19,921
49
– –
-3,812
50
– –
-250
1
2
3