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
$289M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.66M
3
+$2.38M
4
AAPL icon
Apple
AAPL
+$1.62M
5
SYY icon
Sysco
SYY
+$780K

Top Sells

1
+$41.2M
2
+$1.16M
3
+$671K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$427K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$377K

Sector Composition

1 Technology 2.79%
2 Financials 1.7%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.76%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.08%
1,519
-62
102
$262K 0.08%
1,126
-33
103
$256K 0.08%
+3,185
104
$249K 0.07%
2,119
-46
105
$247K 0.07%
+7,200
106
$240K 0.07%
1,228
107
$238K 0.07%
+3,407
108
$236K 0.07%
+6,924
109
$234K 0.07%
3,616
-101
110
$231K 0.07%
1,830
-40
111
$230K 0.07%
+4,761
112
$229K 0.07%
1,274
113
$220K 0.07%
782
+10
114
$218K 0.07%
977
-30
115
$215K 0.06%
+549
116
$214K 0.06%
+415
117
$211K 0.06%
2,203
-130
118
$209K 0.06%
+6,328
119
$205K 0.06%
+1,691
120
$204K 0.06%
+1,793
121
$204K 0.06%
+1,960
122
$203K 0.06%
+4,872
123
$27.5K 0.01%
+19,354
124
$4.97K ﹤0.01%
15,000
125
– –
-391
2 3 4
5
6