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HWP

Hibernia Wealth Partners Portfolio holdings

AUM $338M
1-Year Est. Return 10.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$156M
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$613K
3
+$308K
4
XOM icon
Exxon Mobil
XOM
+$269K

Top Sells

1
+$25.9M
2
+$18.2M
3
+$15.8M
4
XLSR icon
State Street US Sector Rotation ETF
XLSR
+$11.5M
5
FISR icon
State Street Fixed Income Sector Rotation ETF
FISR
+$8.8M

Sector Composition

1 Technology 1.5%
2 Energy 0.73%
3 Financials 0.68%
4 Consumer Discretionary 0.46%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,692
102
– –
-7,874
103
– –
-732
104
– –
-2,680
105
– –
-4,774
106
– –
-2,672
1 2 3 4
5