HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$274M
This Quarter Return
+4.79%
1 Year Return
+7.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$147M
AUM Growth
+$147M
(+11%)
Cap. Flow
+$9.11M
Cap. Flow
% of AUM
6.2%
Top 10 Holdings %
Top 10 Hldgs %
69.39%
Holding
83
New
18
Increased
34
Reduced
27
Closed
2
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.86M |
| 2 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$1.88M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$1.68M |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.17M |
| 5 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
$881K |
Top Sells
Sector Composition
| 1 | Technology | 1.83% |
| 2 | Financials | 1.46% |
| 3 | Consumer Staples | 0.74% |
| 4 | Energy | 0.42% |
| 5 | Industrials | 0.39% |
