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
$125M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.08M
3
+$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.26M
5
VV icon
Vanguard Large-Cap ETF
VV
+$936K

Top Sells

1
+$3.29M
2
+$1.67M
3
+$677K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$637K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$410K

Sector Composition

1 Financials 0.73%
2 Technology 0.53%
3 Healthcare 0.14%
4 Utilities 0.14%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$704K 0.56%
14,807
-177
27
$630K 0.5%
24,312
+20,930
28
$610K 0.49%
6,286
+760
29
$590K 0.47%
12,205
+4,015
30
$581K 0.46%
14,854
+2,008
31
$566K 0.45%
1,473
+100
32
$516K 0.41%
10,355
-129
33
$504K 0.4%
3,569
34
$477K 0.38%
+26,784
35
$444K 0.36%
16,202
+2,661
36
$440K 0.35%
1,425
37
$357K 0.29%
1,868
-42
38
$353K 0.28%
5,685
39
$338K 0.27%
3,980
-205
40
$337K 0.27%
6,810
41
$319K 0.26%
13,649
+1,471
42
$319K 0.26%
1,197
43
$294K 0.24%
+12,645
44
$291K 0.23%
11,977
+1,274
45
$288K 0.23%
+12,095
46
$279K 0.22%
11,438
+570
47
$262K 0.21%
10,579
48
$260K 0.21%
10,703
49
$255K 0.2%
1,062
50
$245K 0.2%
11,064
+5,388
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