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
$343M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$38.3M
3
+$23.2M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$21M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$15.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.7%
2 Healthcare 6.3%
3 Consumer Discretionary 5.23%
4 Industrials 5.17%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.07%
+3,543
102
$215K 0.06%
+561
103
$211K 0.06%
+7,832
104
$211K 0.06%
+2,461
105
$188K 0.05%
+17,639
106
$133K 0.04%
+2,102
1 2 3 4
5