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
76
$338K 0.11%
+5,445
77
$319K 0.1%
4,205
+22
78
$318K 0.1%
+4,195
79
$317K 0.1%
8,812
80
$306K 0.1%
3,506
+2
81
$306K 0.1%
+5,000
82
$302K 0.09%
1,607
83
$302K 0.09%
5,877
-3,904
84
$300K 0.09%
2,757
+660
85
$295K 0.09%
6,587
+16
86
$293K 0.09%
6,261
-77
87
$287K 0.09%
1,618
-350
88
$286K 0.09%
374
+2
89
$282K 0.09%
5,676
-14,976
90
$280K 0.09%
5,409
-229
91
$262K 0.08%
3,308
-790
92
$261K 0.08%
+2,746
93
$255K 0.08%
1,100
94
$252K 0.08%
4,814
+14
95
$248K 0.08%
3,399
-374
96
$248K 0.08%
4,630
97
$247K 0.08%
1,902
+14
98
$241K 0.07%
806
+2
99
$238K 0.07%
2,478
+17
100
$230K 0.07%
2,523
+30
1 2 3
4
5