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HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$338M
1-Year Est. Return
10.41%
This Fund
S&P 500
1 Year Est. Return
+10.41%
AUM
$338M
AUM Growth
+$6.05M
(+1.8%)
Holding
126
Top Buys
| 1 | +$1.38M | |
| 2 | +$1.12M | |
| 3 | +$1.09M | |
| 4 |
iShares US Infrastructure ETF
IFRA
|
+$1.07M |
| 5 |
State Street Fixed Income Sector Rotation ETF
FISR
|
+$868K |
Top Sells
| 1 | +$3.23M | |
| 2 | +$976K | |
| 3 | +$964K | |
| 4 |
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$705K |
| 5 |
State Street US Sector Rotation ETF
XLSR
|
+$390K |
Sector Composition
| 1 | Technology | 2.57% |
| 2 | Financials | 1.27% |
| 3 | Consumer Discretionary | 0.88% |
| 4 | Energy | 0.82% |
| 5 | Industrials | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Roper Technologies
ROP
$33.8B
| – | – |
-522
|
|