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
$289M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.66M
3
+$2.38M
4
AAPL icon
Apple
AAPL
+$1.62M
5
SYY icon
Sysco
SYY
+$780K

Top Sells

1
+$41.2M
2
+$1.16M
3
+$671K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$427K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$377K

Sector Composition

1 Technology 2.79%
2 Financials 1.7%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.76%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$656K 0.2%
+7,615
52
$649K 0.19%
+8,640
53
$622K 0.19%
8,112
-222
54
$621K 0.19%
+15,639
55
$593K 0.18%
7,598
+3,426
56
$576K 0.17%
+12,670
57
$558K 0.17%
+9,423
58
$548K 0.16%
11,422
+23
59
$511K 0.15%
4,066
+10
60
$506K 0.15%
+1,318
61
$501K 0.15%
+4,547
62
$493K 0.15%
+7,925
63
$487K 0.15%
+6,216
64
$486K 0.15%
1,598
+12
65
$483K 0.14%
1,456
+625
66
$477K 0.14%
2,763
-337
67
$475K 0.14%
1,032
+57
68
$470K 0.14%
+1,796
69
$455K 0.14%
+14,316
70
$447K 0.13%
+2,224
71
$435K 0.13%
+8,660
72
$435K 0.13%
880
-26
73
$423K 0.13%
+3,490
74
$413K 0.12%
2,215
+204
75
$412K 0.12%
2,078
1 2
3
4 5