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HWM

Horizon Wealth Management Portfolio holdings

AUM $682M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$420M
AUM Growth
+$36.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$28M
3
+$26M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$20M
5
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$17.4M

Top Sells

1
+$42.4M
2
+$26.4M
3
+$20.4M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$12.8M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.54M

Sector Composition

1 Technology 5.45%
2 Communication Services 1.68%
3 Consumer Discretionary 1.33%
4 Financials 0.88%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$180K 0.04%
12,393
+117
77
$155K 0.04%
11,460
+200
78
$66.5K 0.02%
+10,000
79
$50.1K 0.01%
10,000
80
$46.2K 0.01%
16,799
81
$32.7K 0.01%
10,042
82
$3.34K ﹤0.01%
250
83
– –
-2,862
84
– –
-4,818
85
– –
-2,643
86
– –
-123,356
87
– –
-1,143
88
– –
-4,602
89
– –
-11,491
90
– –
-624
91
– –
-10,000
92
– –
-287
93
– –
-2,629
94
– –
-262,631
95
– –
-1,017
96
– –
-12,651
1 2 3
4