HWP

Hibernia Wealth Partners Portfolio holdings

AUM $156M
1-Year Est. Return 8.34%
This Quarter Est. Return
1 Year Est. Return
+8.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$552K
2
+$2.14K

Top Sells

1
+$27.3M
2
+$13.5M
3
+$12.5M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$12.2M
5
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$9.28M

Sector Composition

1 Technology 1.64%
2 Financials 1.56%
3 Consumer Staples 0.86%
4 Consumer Discretionary 0.61%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
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