HWP

Hibernia Wealth Partners Portfolio holdings

AUM $332M
1-Year Est. Return 10.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.75%
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
+$492K
2
+$3.69K

Top Sells

1
+$27.4M
2
+$13.8M
3
+$12.5M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$12.2M
5
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$9.45M

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 0.16%
4,948
-4,934
52
$204K 0.16%
1,039
-1,039
53
$2.14K ﹤0.01%
+250
54
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-11,078
55
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-5,890
56
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57
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60
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61
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62
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-4,547
63
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-7,598
64
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-6,447
65
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-4,915
66
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-415
67
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68
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69
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70
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-3,936
72
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73
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74
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75
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-782
1 2
3
4 5