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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.1M
3
+$12.7M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$9.73M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.54%
2 Technology 1.4%
3 Consumer Staples 0.8%
4 Consumer Discretionary 0.49%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$89.2K 0.07%
+702
77
$85.8K 0.07%
+218
78
$83.2K 0.06%
+365
79
$75.2K 0.06%
+531
80
$74.2K 0.06%
+272
81
$69.2K 0.05%
+219
82
$59.5K 0.05%
+415
83
$56K 0.04%
+1,823
84
$54.5K 0.04%
+696
85
$54.3K 0.04%
+126
86
$53.1K 0.04%
+406
87
$48.2K 0.04%
+704
88
$46.5K 0.04%
+155
89
$45.8K 0.04%
+356
90
$45.5K 0.04%
+561
91
$44.7K 0.03%
+280
92
$41.7K 0.03%
+775
93
$41K 0.03%
+289
94
$40.6K 0.03%
+700
95
$40.1K 0.03%
+926
96
$37.3K 0.03%
+1,126
97
$37.3K 0.03%
+770
98
$37.1K 0.03%
+831
99
$37.1K 0.03%
+1,105
100
$35.9K 0.03%
+241
2 3
4
5 6