HWP
Hibernia Wealth Partners Portfolio holdings
AUM
$274M
This Quarter Return
-0.11%
1 Year Return
+7.21%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-55%)
Cap. Flow
-$156M
Cap. Flow
% of AUM
-119.36%
Top 10 Holdings %
Top 10 Hldgs %
75.58%
Holding
127
New
2
Increased
–
Reduced
51
Closed
73
Top Buys
| 1 |
iShares Bitcoin Trust
IBIT
|
$552K |
| 2 |
BLRX
BioLineRX
BLRX
|
$2.14K |
Top Sells
Sector Composition
| 1 | Technology | 1.64% |
| 2 | Financials | 1.56% |
| 3 | Consumer Staples | 0.86% |
| 4 | Consumer Discretionary | 0.61% |
| 5 | Energy | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
UnitedHealth
UNH
$280B
| – | – |
-1,373
| Closed | -$803K |
|
127
Vanguard Small-Cap Value ETF
VBR
$31.2B
| – | – |
-2,224
| Closed | -$447K |
|