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
51
$557K 0.17%
4,658
52
$555K 0.17%
6,493
-192
53
$545K 0.17%
3,900
+300
54
$539K 0.17%
6,368
+30
55
$529K 0.16%
10,844
+609
56
$513K 0.16%
4,118
-3,309
57
$471K 0.15%
3,979
+6
58
$451K 0.14%
4,378
59
$436K 0.14%
1,522
+4
60
$425K 0.13%
3,613
+1,205
61
$418K 0.13%
5,063
62
$417K 0.13%
5,338
63
$402K 0.12%
7,217
+5
64
$401K 0.12%
2,880
+20
65
$400K 0.12%
+2,923
66
$399K 0.12%
2,872
67
$395K 0.12%
11,075
+1,705
68
$374K 0.12%
2,948
+41
69
$373K 0.12%
1,394
+1
70
$369K 0.11%
8,771
-2,400
71
$367K 0.11%
2,194
+6
72
$350K 0.11%
1,579
+1
73
$349K 0.11%
500
74
$345K 0.11%
8,378
+16
75
$345K 0.11%
3,195
1 2
3
4 5