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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$791K 0.58%
33,170
+11,187
27
$775K 0.57%
32,305
+12,438
28
$742K 0.54%
31,553
-33,047
29
$736K 0.54%
7,801
-30
30
$714K 0.52%
4,173
-242
31
$695K 0.51%
1,619
-10
32
$632K 0.46%
28,136
+20,322
33
$629K 0.46%
24,926
-132
34
$592K 0.43%
11,880
-185
35
$561K 0.41%
22,747
+12,168
36
$554K 0.4%
5,886
+284
37
$541K 0.39%
13,791
-795
38
$506K 0.37%
3,569
39
$499K 0.36%
1,425
40
$427K 0.31%
1,191
41
$414K 0.3%
1,370
-699
42
$399K 0.29%
17,723
+3,153
43
$395K 0.29%
1,860
+1
44
$395K 0.29%
15,753
+218
45
$377K 0.28%
4,019
+1
46
$373K 0.27%
4,608
-13,964
47
$355K 0.26%
14,285
-76
48
$342K 0.25%
1,084
49
$328K 0.24%
6,953
-328
50
$328K 0.24%
6,810
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