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HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$185M
1-Year Est. Return
13.27%
This Fund
S&P 500
This Quarter
Est. Return
-3.33%
1 Year Est. Return
+13.27%
3 Year Est. Return
+34.39%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$129M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
115.27%
Top 10 Holdings %
Top 10 Hldgs %
65.33%
Holding
353
New
353
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 1.53% |
| 2 | Technology | 1.39% |
| 3 | Consumer Staples | 0.79% |
| 4 | Consumer Discretionary | 0.49% |
| 5 | Industrials | 0.41% |
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Hibernia Wealth Partners's Q3 2023 Portfolio in Review
Q3 2023 is the first quarter with a 13F filing on record for Hibernia Wealth Partners, which disclosed 353 positions worth $129M. Its ten largest holdings account for 65% of the portfolio.
Its largest position is State Street SPDR Portfolio S&P 500 Growth ETF: 271,674 shares worth $16.1M.
By sector, the portfolio is most concentrated in Financials at 1.5% of assets, followed by Technology and Consumer Staples.
- Hibernia Wealth Partners's largest Q3 2023 buy was State Street SPDR Portfolio S&P 500 Growth ETF: 271,674 shares worth $16.1M.
- Hibernia Wealth Partners's ten largest holdings make up 65% of its $129M portfolio in Q3 2023.
- Hibernia Wealth Partners disclosed 353 positions in Q3 2023, its first 13F filing on record.
Based on Hibernia Wealth Partners's 13F filing for Q3 2023, filed 12 Oct 2023.