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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.1M
3
+$12.7M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$9.73M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.54%
2 Technology 1.4%
3 Consumer Staples 0.8%
4 Consumer Discretionary 0.49%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.8K 0.03%
+1,022
102
$35.4K 0.03%
+319
103
$33.9K 0.03%
+79
104
$33.4K 0.03%
+404
105
$33.2K 0.03%
+2,357
106
$32.2K 0.02%
+121
107
$30.7K 0.02%
+199
108
$30K 0.02%
+663
109
$29.7K 0.02%
+109
110
$27.6K 0.02%
+296
111
$27.1K 0.02%
+174
112
$26.9K 0.02%
+68
113
$26K 0.02%
+520
114
$25.3K 0.02%
+110
115
$25.1K 0.02%
+93
116
$24.8K 0.02%
+443
117
$24.6K 0.02%
+816
118
$24.2K 0.02%
+48
119
$23.3K 0.02%
+399
120
$22.6K 0.02%
+40
121
$21.8K 0.02%
+81
122
$21.6K 0.02%
+155
123
$20.8K 0.02%
+236
124
$19.7K 0.02%
+163
125
$19.4K 0.02%
+188
3 4
5
6 7