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
$132M
AUM Growth
+$4.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
362
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$9.84M
3
+$8.84M
4
FISR icon
SPDR SSGA Fixed Income Sector Rotation ETF
FISR
+$8.8M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$7.01M

Top Sells

1
+$16.1M
2
+$12.7M
3
+$9.73M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.12M
5
SPYD icon
SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$5.85M

Sector Composition

1 Technology 1.69%
2 Financials 1.53%
3 Consumer Staples 0.73%
4 Consumer Discretionary 0.46%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
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