HWM

Horizon Wealth Management Portfolio holdings

AUM $569M
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.2M
3
+$20.4M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$16.5M
5
TSLA icon
Tesla
TSLA
+$15.8M

Top Sells

1
+$14M
2
+$5.06M
3
+$3.03M
4
F icon
Ford
F
+$3.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.91M

Sector Composition

1 Consumer Discretionary 7.94%
2 Technology 7.15%
3 Communication Services 2.23%
4 Financials 1.47%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$333K 0.13%
4,327
+24
52
$327K 0.13%
1,071
53
$324K 0.13%
2,724
+515
54
$312K 0.12%
2,608
+230
55
$303K 0.12%
1,784
-218
56
$286K 0.11%
1,726
57
$284K 0.11%
4,406
58
$282K 0.11%
10,383
+18
59
$273K 0.11%
1,100
60
$273K 0.11%
2,501
61
$265K 0.1%
3,162
+28
62
$262K 0.1%
4,998
+27
63
$260K 0.1%
1,093
+71
64
$250K 0.1%
1,865
+21
65
$235K 0.09%
2,372
+9
66
$233K 0.09%
3,869
+16
67
$230K 0.09%
3,613
68
$229K 0.09%
2,549
+3
69
$228K 0.09%
1,029
+5
70
$224K 0.09%
2,216
+14
71
$217K 0.09%
2,546
+3
72
$214K 0.08%
4,023
+28
73
$212K 0.08%
7,434
+520
74
$209K 0.08%
672
-106
75
$209K 0.08%
+2,578
1 2
3
4