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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.1M
3
+$12.7M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$9.73M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.54%
2 Technology 1.4%
3 Consumer Staples 0.8%
4 Consumer Discretionary 0.49%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.18%
+2,504
52
$225K 0.17%
+4,948
53
$218K 0.17%
+1,583
54
$216K 0.17%
+2,289
55
$205K 0.16%
+10,065
56
$204K 0.16%
+2,150
57
$188K 0.15%
+3,988
58
$177K 0.14%
+4,520
59
$174K 0.13%
+1,478
60
$169K 0.13%
+5,125
61
$161K 0.13%
+1,039
62
$160K 0.12%
+935
63
$158K 0.12%
+3,180
64
$152K 0.12%
+3,482
65
$149K 0.12%
+2,573
66
$148K 0.11%
+3,410
67
$139K 0.11%
+1,056
68
$121K 0.09%
+6,430
69
$114K 0.09%
+432
70
$112K 0.09%
+2,251
71
$107K 0.08%
+4,326
72
$106K 0.08%
+637
73
$104K 0.08%
+215
74
$103K 0.08%
+340
75
$102K 0.08%
+2,502
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3
4 5