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
$289M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.66M
3
+$2.38M
4
AAPL icon
Apple
AAPL
+$1.62M
5
SYY icon
Sysco
SYY
+$780K

Top Sells

1
+$41.2M
2
+$1.16M
3
+$671K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$427K
5
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$377K

Sector Composition

1 Technology 2.79%
2 Financials 1.7%
3 Consumer Discretionary 0.81%
4 Consumer Staples 0.76%
5 Energy 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,683
127
– –
-3,739
128
– –
-1,354
129
– –
-75,623
130
– –
-11,474
2 3 4 5
6