HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$332M
1-Year Est. Return
10.75%
This Fund
S&P 500
1 Year Est. Return
+10.75%
AUM
$332M
AUM Growth
+$176M
(+113%)
Holding
110
Top Buys
| 1 | +$22.9M | |
| 2 | +$19.3M | |
| 3 | +$18.3M | |
| 4 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$16.8M |
| 5 |
State Street US Sector Rotation ETF
XLSR
|
+$12.4M |
Sector Composition
| 1 | Technology | 2.58% |
| 2 | Financials | 1.33% |
| 3 | Consumer Discretionary | 0.81% |
| 4 | Healthcare | 0.63% |
| 5 | Industrials | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
AT&T
T
$178B
| $216K | 0.07% |
+8,713
|
|
||
102
iShares Russell 1000 Growth ETF
IWF
$125B
| $210K | 0.06% |
+443
|
|
||
103
Comcast
CMCSA
$98.3B
| $204K | 0.06% |
+6,816
|
|
||
104
InfraCap MLP ETF
AMZA
$443M
| $202K | 0.06% |
+5,103
|
|
||
105
Vodafone
VOD
$35.8B
| $178K | 0.05% |
+13,468
|
|
||
106
The Honest Company
HNST
$391M
| $32.3K | 0.01% |
+12,538
|
|
||
107
FuboTV Inc
FUBO
$341M
| $32.1K | 0.01% |
+1,063
|
|
||
|
NAK
108
Northern Dynasty Minerals
NAK
$1.15B
| $29.6K | 0.01% |
+15,000
|
|
||
109
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.43B
| – | – |
-5,311
|
|
||
110
Goldman Sachs BDC
GSBD
$1.09B
| – | – |
-23,116
|
|