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
$681M
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$84.4M
2
+$56.2M
3
+$45.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$39.9M
5
EVTR icon
Eaton Vance Total Return Bond ETF
EVTR
+$29.2M

Top Sells

1
+$55.4M
2
+$53M
3
+$44.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$40.5M
5
OAKM
Oakmark U.S. Large Cap ETF
OAKM
+$36.3M

Sector Composition

1 Technology 4.04%
2 Financials 2.84%
3 Communication Services 1.07%
4 Consumer Discretionary 0.91%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$28.1K ﹤0.01%
10,042
127
– –
-15,000
128
– –
-149,257
129
– –
-55,917
130
– –
-110,892
131
– –
-1,781
2 3 4 5
6