HWM

Horizons Wealth Management Portfolio holdings

AUM $146M
1-Year Est. Return 6.3%
This Quarter Est. Return
1 Year Est. Return
+6.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$59.8K
2
+$58.8K
3
+$50.8K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.2K
5
VV icon
Vanguard Large-Cap ETF
VV
+$44.8K

Top Sells

1
+$627K
2
+$494K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.1K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$22.8K

Sector Composition

1 Technology 0.56%
2 Financials 0.54%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$492K 0.45%
1,373
27
$486K 0.45%
8,830
-334
28
$469K 0.43%
12,846
+28
29
$454K 0.42%
3,569
30
$410K 0.38%
18,650
31
$381K 0.35%
1,425
32
$377K 0.35%
17,422
+675
33
$359K 0.33%
8,190
34
$343K 0.32%
1,910
+5
35
$337K 0.31%
5,685
36
$336K 0.31%
13,541
+168
37
$332K 0.31%
4,185
-6
38
$328K 0.3%
6,810
39
$320K 0.29%
1,197
40
$296K 0.27%
3,085
41
$281K 0.26%
12,178
-394
42
$265K 0.24%
10,868
43
$264K 0.24%
3,696
+45
44
$258K 0.24%
10,703
45
$258K 0.24%
10,579
46
$255K 0.23%
10,703
47
$247K 0.23%
1,062
-18
48
$222K 0.2%
7,674
49
$210K 0.19%
4,520
-6
50
$210K 0.19%
8,187
1
2
3 4 5