HWM
Horizon Wealth Management Portfolio holdings
AUM
$569M
This Quarter Return
-3.98%
1 Year Return
+18.06%
3 Year Return
+84.23%
5 Year Return
–
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(-6.2%)
Cap. Flow
-$6.34M
Cap. Flow
% of AUM
-1.97%
Top 10 Holdings %
Top 10 Hldgs %
61.1%
Holding
117
New
11
Increased
47
Reduced
30
Closed
10
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$10.8M |
| 2 |
Walt Disney
DIS
|
$6.72M |
| 3 |
Invesco Dividend Achievers ETF
PFM
|
$5.78M |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
$5.27M |
| 5 |
Apple
AAPL
|
$4.3M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$14.1M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$12.1M |
| 3 |
VanEck Retail ETF
RTH
|
$6.07M |
| 4 |
Gilead Sciences
GILD
|
$5.55M |
| 5 |
Skyworks Solutions
SWKS
|
$4M |
Sector Composition
| 1 | Technology | 13.57% |
| 2 | Consumer Discretionary | 5.8% |
| 3 | Communication Services | 5.23% |
| 4 | Healthcare | 4.65% |
| 5 | Industrials | 3.96% |
