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HWP

Hibernia Wealth Partners Portfolio holdings

AUM $338M
1-Year Est. Return 10.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$613K
3
+$308K
4
XOM icon
Exxon Mobil
XOM
+$269K

Top Sells

1
+$25.9M
2
+$18.2M
3
+$15.8M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$11.5M
5
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$8.8M

Sector Composition

1 Technology 1.5%
2 Energy 0.73%
3 Financials 0.68%
4 Consumer Discretionary 0.46%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$673K 0.43%
9,046
-8,727
27
$646K 0.41%
+21,284
28
$600K 0.38%
3,309
-1,203
29
$600K 0.38%
2,385
-4,432
30
$551K 0.35%
12,997
-12,997
31
$521K 0.33%
2,048
-1,967
32
$521K 0.33%
1,668
-2,029
33
$471K 0.3%
2,167
-1,654
34
$466K 0.3%
3,014
-4,850
35
$380K 0.24%
5,180
-5,376
36
$357K 0.23%
5,493
-10,956
37
$351K 0.23%
1,026
-2,779
38
$342K 0.22%
4,027
-4,026
39
$339K 0.22%
5,311
-5,309
40
$331K 0.21%
4,516
-4,516
41
$314K 0.2%
+5,799
42
$312K 0.2%
2,142
-1,927
43
$298K 0.19%
595
-505
44
$267K 0.17%
814
-846
45
$246K 0.16%
808
-1,386
46
$235K 0.15%
23,116
-37,913
47
$225K 0.14%
1,043
-1,035
48
$222K 0.14%
5,534
-4,444
49
$213K 0.14%
3,557
-3,555
50
– –
-1,574
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