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
$575M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$39.8M
3
+$27.8M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$14.9M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$12.6M

Top Sells

1
+$43M
2
+$23.5M
3
+$18.9M
4
IYW icon
iShares US Technology ETF
IYW
+$13.5M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.1M

Sector Composition

1 Technology 4.48%
2 Consumer Discretionary 1.5%
3 Communication Services 1.33%
4 Financials 0.82%
5 Healthcare 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40.6K 0.01%
10,042
102
$6.64K ﹤0.01%
16,799
103
– –
-16,512
104
– –
-29,194
105
– –
-28,165
1 2 3 4
5