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
201
$5.49K ﹤0.01%
+115
202
$5.41K ﹤0.01%
+105
203
$5.41K ﹤0.01%
+94
204
$5.29K ﹤0.01%
+26
205
$5.21K ﹤0.01%
+288
206
$5.17K ﹤0.01%
+28
207
$5.11K ﹤0.01%
+97
208
$5.01K ﹤0.01%
+50
209
$4.9K ﹤0.01%
+178
210
$4.71K ﹤0.01%
+53
211
$4.63K ﹤0.01%
+31
212
$4.47K ﹤0.01%
+64
213
$4.42K ﹤0.01%
+92
214
$4.41K ﹤0.01%
+125
215
$4.2K ﹤0.01%
+230
216
$4.12K ﹤0.01%
+27
217
$4.09K ﹤0.01%
+161
218
$3.97K ﹤0.01%
+14
219
$3.9K ﹤0.01%
+701
220
$3.9K ﹤0.01%
+68
221
$3.85K ﹤0.01%
+32
222
$3.8K ﹤0.01%
+46
223
$3.77K ﹤0.01%
+10
224
$3.74K ﹤0.01%
+234
225
$3.62K ﹤0.01%
+55
7 8
9
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