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
$332M
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$22.9M
2 +$19.3M
3 +$18.3M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$16.8M
5
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$12.4M

Top Sells

1 +$339K
2 +$258K
3 +$235K

Sector Composition

1 Technology 2.58%
2 Financials 1.33%
3 Consumer Discretionary 0.81%
4 Healthcare 0.63%
5 Industrials 0.59%