HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$274M
This Quarter Return
+1.15%
1 Year Return
+7.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$287M
AUM Growth
+$287M
(+95%)
Cap. Flow
+$140M
Cap. Flow
% of AUM
48.61%
Top 10 Holdings %
Top 10 Hldgs %
75.01%
Holding
120
New
39
Increased
42
Reduced
9
Closed
30
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$28M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$22.2M |
| 3 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$14.5M |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
$13.9M |
| 5 |
SPDR SSGA US Sector Rotation ETF
XLSR
|
$11.8M |
Top Sells
| 1 |
Sysco
SYY
|
$797K |
| 2 |
WisdomTree US MidCap Fund
EZM
|
$700K |
| 3 |
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
|
$658K |
| 4 |
First Trust US Equity Opportunities ETF
FPX
|
$640K |
| 5 |
VictoryShares US 500 Volatility Wtd ETF
CFA
|
$631K |
Sector Composition
| 1 | Technology | 1.89% |
| 2 | Financials | 1.02% |
| 3 | Energy | 0.69% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Healthcare | 0.39% |
