HWM
Horizon Wealth Management Portfolio holdings
AUM
$569M
This Quarter Return
+11.1%
1 Year Return
+18.06%
3 Year Return
+84.23%
5 Year Return
–
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+90%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
43.35%
Top 10 Holdings %
Top 10 Hldgs %
75.24%
Holding
86
New
9
Increased
51
Reduced
11
Closed
3
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$26.7M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$23.2M |
| 3 |
Invesco QQQ Trust
QQQ
|
$20.4M |
| 4 |
The Communication Services Select Sector SPDR Fund
XLC
|
$16.5M |
| 5 |
Tesla
TSLA
|
$15.8M |
Top Sells
| 1 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$14M |
| 2 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$5.06M |
| 3 |
American Airlines Group
AAL
|
$3.03M |
| 4 |
Ford
F
|
$3.03M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.91M |
Sector Composition
| 1 | Consumer Discretionary | 7.94% |
| 2 | Technology | 7.15% |
| 3 | Communication Services | 2.23% |
| 4 | Financials | 1.47% |
| 5 | Healthcare | 1.14% |
