HWP

Hibernia Wealth Partners Portfolio holdings

AUM $156M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$15.9M
2 +$304K
3 +$167K

Sector Composition

1 Technology 2.93%
2 Financials 1.67%
3 Energy 0.88%
4 Consumer Discretionary 0.87%
5 Healthcare 0.66%