HWM
Horizon Wealth Management Portfolio holdings
AUM
$644M
1-Year Est. Return
22.07%
This Fund
S&P 500
1 Year Est. Return
+22.07%
AUM
$644M
AUM Growth
-$37M
(-5.4%)
Holding
140
Top Buys
| 1 | +$48.6M | |
| 2 | +$43.1M | |
| 3 | +$30.1M | |
| 4 |
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
|
+$15.8M |
| 5 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$12.1M |
Top Sells
| 1 | +$88.5M | |
| 2 | +$48.6M | |
| 3 | +$41M | |
| 4 |
VanEck Video Gaming and eSports ETF
ESPO
|
+$17.6M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$10M |
Sector Composition
| 1 | Technology | 4.38% |
| 2 | Financials | 1.98% |
| 3 | Communication Services | 1.27% |
| 4 | Consumer Discretionary | 1.17% |
| 5 | Industrials | 0.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Acacia Research
ACTG
$476M
| $37.4K | 0.01% |
10,000
|
|
||
127
Conduent
CNDT
$192M
| $19.3K | ﹤0.01% |
10,042
|
|
||
128
ARK Web x.0 ETF
ARKW
$1.65B
| – | – |
-30,764
|
|
||
129
Invesco Senior Loan ETF
BKLN
$5.99B
| – | – |
-19,314
|
|
||
|
130
VanEck Video Gaming and eSports ETF
ESPO
$276M
| – | – |
-145,171
|
|
||
131
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.85B
| – | – |
-13,349
|
|
||
132
Grayscale Bitcoin Trust
GBTC
$29.4B
| – | – |
-2,921
|
|
||
133
Home Depot
HD
$341B
| – | – |
-520
|
|
||
134
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
| – | – |
-27,724
|
|
||
|
135
iShares Russell 2000 ETF
IWM
$69.9B
| – | – |
-41,412
|
|
||
136
iShares US Technology ETF
IYW
$18.9B
| – | – |
-2,987
|
|
||
137
State Street SPDR S&P Capital Markets ETF
KCE
$443M
| – | – |
-30,631
|
|
||
138
RPM International
RPM
$12.9B
| – | – |
-2,479
|
|
||
139
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.04B
| – | – |
-1,090,352
|
|
||
140
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$286M
| – | – |
-4,840
|
|