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
$287M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.2M
3
+$14.5M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$13.9M
5
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$11.8M

Top Sells

1
+$797K
2
+$700K
3
+$658K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$640K
5
CFA icon
VictoryShares US 500 Volatility Wtd ETF
CFA
+$631K

Sector Composition

1 Technology 1.89%
2 Financials 1.02%
3 Energy 0.69%
4 Consumer Discretionary 0.46%
5 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$389K 0.14%
+2,011
52
$379K 0.13%
+2,078
53
$371K 0.13%
+2,175
54
$368K 0.13%
+9,869
55
$330K 0.12%
6,682
-2,213
56
$326K 0.11%
+845
57
$310K 0.11%
+1,023
58
$303K 0.11%
4,172
-1,416
59
$301K 0.1%
+4,252
60
$294K 0.1%
+854
61
$293K 0.1%
+1,710
62
$290K 0.1%
+2,522
63
$283K 0.1%
+501
64
$282K 0.1%
+12,860
65
$275K 0.1%
+3,683
66
$275K 0.1%
+1,581
67
$274K 0.1%
+3,717
68
$265K 0.09%
+606
69
$261K 0.09%
+4,935
70
$261K 0.09%
831
+70
71
$258K 0.09%
+1,418
72
$258K 0.09%
+4,480
73
$255K 0.09%
+3,761
74
$249K 0.09%
+5,503
75
$242K 0.08%
+1,048
1 2
3
4 5