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
$360M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$18.3M
3
+$16.6M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$10.2M
5
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$9.05M

Top Sells

1
+$11.2M
2
+$3.5M
3
+$2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.07M
5
PKB icon
Invesco Building & Construction ETF
PKB
+$470K

Sector Composition

1 Technology 5.44%
2 Communication Services 1.92%
3 Consumer Discretionary 1.72%
4 Healthcare 0.93%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.09%
12,292
+181
52
$321K 0.09%
1,071
53
$314K 0.09%
2,811
+259
54
$302K 0.08%
1,161
+68
55
$301K 0.08%
1,682
-102
56
$301K 0.08%
10,285
+19
57
$299K 0.08%
1,038
-5
58
$299K 0.08%
3,613
59
$295K 0.08%
3,224
+31
60
$285K 0.08%
1,743
-222
61
$281K 0.08%
1,655
-222
62
$279K 0.08%
1,103
+3
63
$272K 0.08%
2,470
-35
64
$252K 0.07%
2,387
+103
65
$247K 0.07%
1,577
-152
66
$244K 0.07%
2,542
+159
67
$234K 0.07%
2,595
-2
68
$234K 0.07%
675
-95
69
$232K 0.06%
3,938
+14
70
$232K 0.06%
2,295
+79
71
$224K 0.06%
4,088
-29
72
$213K 0.06%
+2,287
73
$209K 0.06%
+1,496
74
$209K 0.06%
+4,290
75
$208K 0.06%
+1,825
1 2
3
4