HWM

Horizon Wealth Management Portfolio holdings

AUM $681M
1-Year Est. Return 21.71%
This Quarter Est. Return
1 Year Est. Return
+21.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$6.72M
3
+$5.78M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$5.27M
5
AAPL icon
Apple
AAPL
+$4.3M

Top Sells

1
+$14.1M
2
+$12.1M
3
+$6.07M
4
GILD icon
Gilead Sciences
GILD
+$5.55M
5
SWKS icon
Skyworks Solutions
SWKS
+$4M

Sector Composition

1 Technology 13.57%
2 Consumer Discretionary 5.8%
3 Communication Services 5.23%
4 Healthcare 4.65%
5 Industrials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.62%
15,653
+851
27
$1.65M 0.51%
+12,252
28
$1.52M 0.47%
8,195
-13
29
$1.46M 0.45%
3,229
+417
30
$1.36M 0.42%
21,387
-731
31
$1.23M 0.38%
7,576
+38
32
$1.2M 0.37%
3,342
+12
33
$1.12M 0.35%
10,000
34
$1.07M 0.33%
16,211
-1,596
35
$932K 0.29%
35,442
36
$928K 0.29%
+2,045
37
$911K 0.28%
51,039
+249
38
$910K 0.28%
2,579
39
$847K 0.26%
3,801
-3,148
40
$820K 0.25%
16,099
-12,349
41
$744K 0.23%
1,458
-1,444
42
$731K 0.23%
+15,724
43
$724K 0.23%
3,257
+1,442
44
$688K 0.21%
4,246
+13
45
$681K 0.21%
62,628
+5,827
46
$667K 0.21%
2,696
-52
47
$651K 0.2%
3,481
-3,971
48
$635K 0.2%
9,587
-2,579
49
$572K 0.18%
6,917
50
$559K 0.17%
4,098
-1,146
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2
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