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
$287M
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.2M
3
+$14.5M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$13.9M
5
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$11.8M

Top Sells

1
+$797K
2
+$700K
3
+$658K
4
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$640K
5
CFA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.08%
+2,165
77
$225K 0.08%
+1,159
78
$223K 0.08%
+1,274
79
$219K 0.08%
438
-446
80
$216K 0.08%
+2,333
81
$213K 0.07%
+1,228
82
$212K 0.07%
+1,007
83
$211K 0.07%
+391
84
$210K 0.07%
+1,870
85
$209K 0.07%
4,768
-4,413
86
$200K 0.07%
+772
87
$200K 0.07%
+3,739
88
$38.3K 0.01%
+1,354
89
$4.66K ﹤0.01%
+15,000
90
$2.91K ﹤0.01%
+11,474
91
– –
-1,266
92
– –
-1,350
93
– –
-6,089
94
– –
-7,751
95
– –
-3,740
96
– –
-7,147
97
– –
-9,909
98
– –
-12,765
99
– –
-6,232
100
– –
-11,475
1 2 3
4
5