HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$156M
1-Year Est. Return
8.34%
1 Year Est. Return
+8.34%
AUM
$274M
AUM Growth
+$134M
(+95%)
Holding
106
Top Buys
| 1 | +$22.2M | |
| 2 | +$18M | |
| 3 | +$15.9M | |
| 4 |
State Street US Sector Rotation ETF
XLSR
|
+$11.5M |
| 5 |
State Street Fixed Income Sector Rotation ETF
FISR
|
+$8.69M |
Sector Composition
| 1 | Technology | 2.93% |
| 2 | Financials | 1.67% |
| 3 | Energy | 0.88% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Healthcare | 0.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Compass Diversified
CODI
$433M
| $80.8K | 0.03% |
+12,860
|
|
||
102
FuboTV Inc
FUBO
$1.24B
| $60.8K | 0.02% |
+15,754
|
|
||
|
NAK
103
Northern Dynasty Minerals
NAK
$938M
| $20.1K | 0.01% |
+15,000
|
|
||
104
Global X MLP ETF
MLPA
$1.81B
| – | – |
-5,715
|
|
||
105
SPDR S&P 500 ETF Trust
SPY
$667B
| – | – |
-29,574
|
|
||
106
TORM
TRMD
$2.31B
| – | – |
-10,117
|
|