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
$131M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$2.14K

Top Sells

1
+$27.3M
2
+$13.5M
3
+$12.5M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$12.2M
5
FISR icon
SPDR SSGA Fixed Income Sector Rotation ETF
FISR
+$9.28M

Sector Composition

1 Technology 1.64%
2 Financials 1.56%
3 Consumer Staples 0.86%
4 Consumer Discretionary 0.61%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.13%
4,948
-4,934
52
$204K 0.13%
1,039
-1,039
53
$2.14K ﹤0.01%
+250
54
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-5,890
55
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-6,447
56
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-2,118
57
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-1,718
58
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-1,793
59
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-969
60
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-782
61
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62
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-2,763
63
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-1,016
64
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-8,640
65
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-8,660
66
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-1,032
67
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-3,185
68
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-549
69
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-7,615
70
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-3,407
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-1,960
72
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-4,872
73
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-12,860
74
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-7,200
75
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-14,316
1 2
3
4 5