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
$133M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$1.35M
3
+$1.26M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.02M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$993K

Top Sells

1
+$15.3M
2
+$4.05M
3
+$1.31M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.1M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.03M

Sector Composition

1 Technology 11.47%
2 Consumer Discretionary 4.66%
3 Communication Services 4.21%
4 Industrials 4.17%
5 Financials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$653K 0.49%
33,903
+113
27
$630K 0.47%
16,209
+3,527
28
$628K 0.47%
2,246
+6
29
$618K 0.46%
4,746
+1,160
30
$554K 0.42%
5,053
+10
31
$539K 0.4%
3,384
+16
32
$524K 0.39%
10,029
+3,297
33
$524K 0.39%
1,109
-414
34
$454K 0.34%
5,891
-367
35
$452K 0.34%
2,857
36
$410K 0.31%
1,935
+2
37
$399K 0.3%
486
-14
38
$396K 0.3%
2,401
-950
39
$395K 0.3%
2,422
+864
40
$377K 0.28%
+11,544
41
$367K 0.28%
4,685
+18
42
$356K 0.27%
3,835
+4
43
$352K 0.26%
+8,931
44
$338K 0.25%
8,376
+7
45
$337K 0.25%
1,847
+8
46
$329K 0.25%
8,701
47
$323K 0.24%
4,303
+26
48
$306K 0.23%
9,523
49
$306K 0.23%
1,071
+1
50
$299K 0.22%
2,002
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