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
$289M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.66M
3
+$2.38M
4
AAPL icon
Apple
AAPL
+$1.62M
5
SYY icon
Sysco
SYY
+$780K

Top Sells

1
+$41.2M
2
+$1.16M
3
+$671K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$427K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$377K

Sector Composition

1 Technology 2.79%
2 Financials 1.7%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.76%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.12%
9,882
+13
77
$392K 0.12%
+1,398
78
$388K 0.12%
2,162
-13
79
$379K 0.11%
+3,887
80
$367K 0.11%
+5,890
81
$348K 0.1%
859
+5
82
$343K 0.1%
969
-54
83
$340K 0.1%
4,026
-226
84
$339K 0.1%
1,718
+8
85
$334K 0.1%
+3,991
86
$330K 0.1%
+1,967
87
$304K 0.09%
+1,156
88
$304K 0.09%
6,447
+944
89
$303K 0.09%
2,583
+61
90
$298K 0.09%
3,685
-76
91
$291K 0.09%
522
+21
92
$290K 0.09%
4,915
-20
93
$285K 0.09%
12,860
94
$284K 0.08%
+2,371
95
$284K 0.08%
4,526
+46
96
$279K 0.08%
+2,118
97
$278K 0.08%
585
-21
98
$275K 0.08%
1,016
-32
99
$273K 0.08%
1,643
+225
100
$272K 0.08%
604
-241
2 3
4
5 6