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
$501M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$44.9M
2
+$28.6M
3
+$21.1M
4
IYW icon
iShares US Technology ETF
IYW
+$13M
5
CVX icon
Chevron
CVX
+$5.92M

Top Sells

1
+$36.8M
2
+$13.5M
3
+$10.2M
4
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$7.62M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.39M

Sector Composition

1 Technology 4.69%
2 Communication Services 1.41%
3 Energy 1.36%
4 Consumer Discretionary 1.29%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$464K 0.09%
4,471
+20
52
$444K 0.09%
8,812
53
$415K 0.08%
9,112
+1
54
$409K 0.08%
2,401
55
$408K 0.08%
5,750
+20
56
$389K 0.08%
1,076
57
$346K 0.07%
1,074
+38
58
$341K 0.07%
7,183
-628
59
$317K 0.06%
9,251
-155
60
$310K 0.06%
2,565
+3
61
$285K 0.06%
1,420
62
$284K 0.06%
1,496
63
$279K 0.06%
2,255
64
$269K 0.05%
1,986
65
$267K 0.05%
2,340
+5
66
$263K 0.05%
2,288
67
$252K 0.05%
969
-119
68
$251K 0.05%
3,496
+20
69
$251K 0.05%
3,105
+5
70
$250K 0.05%
2,398
+3
71
$249K 0.05%
905
72
$247K 0.05%
+2,534
73
$240K 0.05%
1,479
+4
74
$237K 0.05%
268
+12
75
$233K 0.05%
1,370
-66
1 2
3
4