HWM

Horizon Wealth Management Portfolio holdings

AUM $644M
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
-$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$39.7M
3
+$35.4M
4
IYW icon
iShares US Technology ETF
IYW
+$13M
5
IYF icon
iShares US Financials ETF
IYF
+$12.5M

Top Sells

1
+$68.7M
2
+$44.7M
3
+$38M
4
LONZ icon
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
+$31.5M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$22.2M

Sector Composition

1 Technology 4.17%
2 Financials 2.24%
3 Communication Services 1.25%
4 Consumer Discretionary 0.92%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$327K 0.06%
922
-153
77
$305K 0.05%
3,119
-414
78
$298K 0.05%
1,481
-29
79
$297K 0.05%
2,730
-314
80
$292K 0.05%
1,982
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81
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2,666
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82
$285K 0.05%
2,354
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83
$270K 0.05%
2,460
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84
$265K 0.05%
268
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85
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830
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86
$258K 0.05%
1,617
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87
$256K 0.04%
2,068
88
$254K 0.04%
11,323
-122
89
$251K 0.04%
2,755
90
$248K 0.04%
+2,921
91
$246K 0.04%
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92
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93
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94
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1,571
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95
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96
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1,781
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97
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8,854
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98
$229K 0.04%
10,926
-13,740
99
$227K 0.04%
+1,516
100
$221K 0.04%
12,503
1 2 3
4
5