HWP

Hibernia Wealth Partners Portfolio holdings

AUM $156M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3M
3
+$2.2M
4
BILS icon
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$1.86M
5
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.18M

Top Sells

1
+$2.92M
2
+$2.49M
3
+$1.82M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$1.2M
5
NVDA icon
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
51
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-1,174
52
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53
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-12,661
54
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-7,026
55
– –
-21,305
56
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-20,660
57
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-9,709
58
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-1,405
1 2
3