HWM

Horizon Wealth Management Portfolio holdings

AUM $569M
1-Year Est. Return 18.06%
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$23.2M
3
+$20.4M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$16.5M
5
TSLA icon
Tesla
TSLA
+$15.8M

Top Sells

1
+$14M
2
+$5.06M
3
+$3.03M
4
F icon
Ford
F
+$3.03M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.91M

Sector Composition

1 Consumer Discretionary 7.94%
2 Technology 7.15%
3 Communication Services 2.23%
4 Financials 1.47%
5 Healthcare 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.08%
+498
77
$181K 0.07%
11,933
-200,005
78
$158K 0.06%
11,929
+116
79
$143K 0.06%
10,666
+189
80
$99.3K 0.04%
2,193
+15
81
$42.6K 0.02%
+10,000
82
$41.6K 0.02%
10,000
83
$34.1K 0.01%
10,042
84
– –
-81,077
85
– –
-9,523
86
– –
-205,546
1 2 3
4