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HWM

Horizon Wealth Management Portfolio holdings

AUM $682M
1-Year Est. Return 25.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$6.43M
3
+$2.79M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$413K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$348K

Top Sells

1
+$16.1M
2
+$11.1M
3
+$10.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.42M
5
CVS icon
CVS Health
CVS
+$6.88M

Sector Composition

1 Technology 19.42%
2 Consumer Discretionary 11.69%
3 Communication Services 7.95%
4 Consumer Staples 5.39%
5 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,497
102
– –
-3,689
103
– –
-108,269
104
– –
-4,912
105
– –
-35,985
106
– –
-17,375
107
– –
-61,952
108
– –
-6,271
109
– –
-15,551
110
– –
-2,040
111
– –
-2,495
112
– –
-102,101
113
– –
-3,324
114
– –
-5,879
1 2 3 4
5