HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$156M
1-Year Est. Return
8.34%
1 Year Est. Return
+8.34%
AUM
$156M
AUM Growth
-$118M
(-43%)
Holding
106
Top Buys
| 1 | +$19.5M | |
| 2 | +$646K | |
| 3 | +$314K | |
| 4 |
Exxon Mobil
XOM
|
+$273K |
Top Sells
| 1 | +$25.9M | |
| 2 | +$18.7M | |
| 3 | +$16.2M | |
| 4 |
State Street US Sector Rotation ETF
XLSR
|
+$12M |
| 5 |
State Street Fixed Income Sector Rotation ETF
FISR
|
+$8.89M |
Sector Composition
| 1 | Technology | 1.5% |
| 2 | Energy | 0.73% |
| 3 | Financials | 0.68% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Materials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
ALPS Sector Dividend Dogs ETF
SDOG
$1.27B
| – | – |
-3,572
|
|
||
102
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$297M
| – | – |
-8,936
|
|
||
103
S&P Global
SPGI
$152B
| – | – |
-634
|
|
||
104
TSMC
TSM
$1.51T
| – | – |
-1,830
|
|
||
105
Trane Technologies
TT
$86.7B
| – | – |
-607
|
|
||
106
UnitedHealth
UNH
$310B
| – | – |
-663
|
|