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
151
$12.4K 0.01%
+1,000
152
$12.4K 0.01%
+213
153
$12.3K 0.01%
+33
154
$12.1K 0.01%
+63
155
$12K 0.01%
+44
156
$11.8K 0.01%
+247
157
$11.8K 0.01%
+184
158
$11.8K 0.01%
+22
159
$11.2K 0.01%
+54
160
$11.2K 0.01%
+80
161
$11K 0.01%
+117
162
$10.8K 0.01%
+342
163
$10.7K 0.01%
+53
164
$10.7K 0.01%
+61
165
$10.7K 0.01%
+367
166
$10.5K 0.01%
+80
167
$10.5K 0.01%
+24
168
$10.4K 0.01%
+1,000
169
$10.4K 0.01%
+196
170
$10.4K 0.01%
+26
171
$10.4K 0.01%
+93
172
$10.2K 0.01%
+35
173
$10.2K 0.01%
+229
174
$9.92K 0.01%
+186
175
$9.87K 0.01%
+235
5 6
7
8 9