HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$274M
1-Year Est. Return
7.21%
1 Year Est. Return
+7.21%
AUM
$141M
AUM Growth
+$10M
(+7.7%)
Holding
58
Top Buys
| 1 | +$15.9M | |
| 2 | +$3M | |
| 3 | +$2.2M | |
| 4 |
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$1.86M |
| 5 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$1.18M |
Top Sells
| 1 | +$2.92M | |
| 2 | +$2.49M | |
| 3 | +$1.82M | |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.2M |
| 5 |
NVIDIA
NVDA
|
+$944K |
Sector Composition
| 1 | Financials | 0.81% |
| 2 | Technology | 0.63% |
| 3 | Energy | 0.38% |
| 4 | Consumer Discretionary | 0.38% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BLRX
51
BioLineRX
BLRX
$15.6M
| – | – |
-250
|
|
||
52
CrowdStrike
CRWD
$131B
| – | – |
-1,174
|
|
||
53
Alphabet (Google) Class A
GOOGL
$3.06T
| – | – |
-1,102
|
|
||
54
SPDR S&P International Small Cap ETF
GWX
$939M
| – | – |
-19,921
|
|
||
55
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
| – | – |
-21,305
|
|
||
56
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
| – | – |
-20,660
|
|
||
57
Sysco
SYY
$37.4B
| – | – |
-9,709
|
|
||
58
Tesla
TSLA
$1.49T
| – | – |
-1,405
|
|