HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$274M
1-Year Return
7.21%
This Quarter Return
+6.82%
1 Year Return
+7.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$4.3M
(+3.4%)
Cap. Flow
+$1.7M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
72.29%
Holding
362
New
11
Increased
35
Reduced
17
Closed
297
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.69% |
| 2 | Financials | 1.53% |
| 3 | Consumer Staples | 0.73% |
| 4 | Consumer Discretionary | 0.46% |
| 5 | Energy | 0.3% |
