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
76
$271K 0.05%
2,629
+381
77
$258K 0.05%
+2,068
78
$254K 0.04%
2,255
79
$251K 0.04%
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80
$246K 0.04%
268
81
$243K 0.04%
1,683
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82
$232K 0.04%
2,546
+12
83
$226K 0.04%
2,321
+33
84
$225K 0.04%
2,974
+543
85
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4,557
-38,562
86
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3,535
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87
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88
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4,151
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89
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970
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91
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542
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92
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8,681
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93
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1,371
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94
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+3,504
95
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96
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+621
97
$202K 0.04%
10,084
+193
98
$200K 0.03%
12,503
99
$163K 0.03%
11,660
100
$43.4K 0.01%
10,000
1 2 3
4
5