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
$133M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$1.35M
3
+$1.26M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$1.02M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$993K

Top Sells

1
+$15.3M
2
+$4.05M
3
+$1.31M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.1M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.03M

Sector Composition

1 Technology 11.47%
2 Consumer Discretionary 4.66%
3 Communication Services 4.21%
4 Industrials 4.17%
5 Financials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.6K 0.03%
10,000
77
$34.4K 0.03%
10,042
78
– –
-1,592
79
– –
-13,795
80
– –
-8,125
1 2 3
4