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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.1M
3
+$12.7M
4
SPMB icon
SPDR Portfolio Mortgage Backed Bond ETF
SPMB
+$9.73M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.12M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.54%
2 Technology 1.4%
3 Consumer Staples 0.8%
4 Consumer Discretionary 0.49%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.1K 0.01%
+217
127
$19.1K 0.01%
+300
128
$19K 0.01%
+157
129
$17.7K 0.01%
+105
130
$17.6K 0.01%
+896
131
$17.6K 0.01%
+184
132
$17.5K 0.01%
+70
133
$17.2K 0.01%
+184
134
$17.2K 0.01%
+49
135
$17.1K 0.01%
+171
136
$17.1K 0.01%
+161
137
$16.9K 0.01%
+337
138
$16.4K 0.01%
+1,000
139
$16.2K 0.01%
+215
140
$16K 0.01%
+91
141
$15.9K 0.01%
+145
142
$15K 0.01%
+49
143
$14.7K 0.01%
+32
144
$14K 0.01%
+1,000
145
$13.4K 0.01%
+180
146
$13.1K 0.01%
+52
147
$12.9K 0.01%
+103
148
$12.8K 0.01%
+193
149
$12.6K 0.01%
+96
150
$12.6K 0.01%
+264
4 5
6
7 8