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
176
$9.82K 0.01%
+3,677
177
$9.56K 0.01%
+77
178
$9.21K 0.01%
+259
179
$9.19K 0.01%
+225
180
$8.56K 0.01%
+96
181
$8.39K 0.01%
+116
182
$8.34K 0.01%
+111
183
$8.16K 0.01%
+16
184
$8.12K 0.01%
+251
185
$7.98K 0.01%
+164
186
$7.93K 0.01%
+21
187
$7.72K 0.01%
+27
188
$7.63K 0.01%
+110
189
$7.31K 0.01%
+289
190
$6.95K 0.01%
+41
191
$6.67K 0.01%
+139
192
$6.31K ﹤0.01%
+124
193
$6.13K ﹤0.01%
+500
194
$6.08K ﹤0.01%
+222
195
$5.95K ﹤0.01%
+150
196
$5.9K ﹤0.01%
+393
197
$5.84K ﹤0.01%
+194
198
$5.79K ﹤0.01%
+56
199
$5.6K ﹤0.01%
+123
200
$5.57K ﹤0.01%
+11
6 7
8
9 10