HFW
Horizon Family Wealth Portfolio holdings
AUM
$164M
1-Year Est. Return
15.99%
1 Year Est. Return
+15.99%
AUM
$164M
AUM Growth
+$13.9M
(+9.3%)
Holding
79
Top Buys
| 1 | +$3.19M | |
| 2 | +$3.09M | |
| 3 | +$796K | |
| 4 |
Vanguard Financials ETF
VFH
|
+$787K |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$732K |
Top Sells
| 1 | +$8.23M | |
| 2 | +$1.52M | |
| 3 | +$1.05M | |
| 4 |
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
|
+$399K |
| 5 |
Johnson Controls International
JCI
|
+$350K |
Sector Composition
| 1 | Technology | 6.23% |
| 2 | Financials | 4.68% |
| 3 | Communication Services | 2.62% |
| 4 | Industrials | 1.26% |
| 5 | Consumer Staples | 1.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Select Water Solutions
WTTR
$1.2B
| $184K | 0.11% |
21,346
+173
|
|
||
|
77
Johnson Controls International
JCI
$73.4B
| – | – |
-4,373
|
|
||
78
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.25B
| – | – |
-4,051
|
|
||
79
Vanguard Value ETF
VTV
$148B
| – | – |
-1,338
|
|