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
$575M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$39.8M
3
+$27.8M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$14.9M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$12.6M

Top Sells

1
+$43M
2
+$23.5M
3
+$18.9M
4
IYW icon
iShares US Technology ETF
IYW
+$13.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.1M

Sector Composition

1 Technology 4.48%
2 Consumer Discretionary 1.5%
3 Communication Services 1.33%
4 Financials 0.82%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$484K 0.08%
+6,884
52
$481K 0.08%
4,470
+110
53
$477K 0.08%
8,812
54
$471K 0.08%
+4,635
55
$452K 0.08%
+7,901
56
$450K 0.08%
3,412
+1,426
57
$437K 0.08%
3,015
-39,717
58
$434K 0.08%
858
+1
59
$431K 0.08%
6,011
+40
60
$409K 0.07%
4,494
+23
61
$408K 0.07%
7,183
62
$400K 0.07%
2,401
63
$387K 0.07%
1,076
64
$383K 0.07%
+2,260
65
$375K 0.07%
10,842
+1,591
66
$360K 0.06%
3,180
+840
67
$350K 0.06%
491
68
$348K 0.06%
+6,418
69
$317K 0.06%
1,217
+143
70
$316K 0.06%
2,567
+2
71
$308K 0.05%
4,486
-342,453
72
$302K 0.05%
2,400
+2
73
$290K 0.05%
919
+14
74
$288K 0.05%
1,496
75
$284K 0.05%
3,146
+41
1 2
3
4 5