HWM
Horizon Wealth Management Portfolio holdings
AUM
$569M
This Quarter Return
+12.07%
1 Year Return
+18.06%
3 Year Return
+84.23%
5 Year Return
–
10 Year Return
–
AUM
$569M
AUM Growth
+$569M
(-4%)
Cap. Flow
-$72.9M
Cap. Flow
% of AUM
-12.8%
Top 10 Holdings %
Top 10 Hldgs %
68.87%
Holding
118
New
14
Increased
18
Reduced
68
Closed
9
Top Buys
| 1 |
PGIM Ultra Short Bond ETF
PULS
|
$62.5M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$43M |
| 3 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
$37.7M |
| 4 |
iShares US Technology ETF
IYW
|
$14.8M |
| 5 |
iShares US Financials ETF
IYF
|
$13.4M |
Top Sells
Sector Composition
| 1 | Technology | 4.17% |
| 2 | Financials | 2.24% |
| 3 | Communication Services | 1.25% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Healthcare | 0.55% |
