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
$129M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$134K
3
+$97.6K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$47.1K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$32.7K

Top Sells

1
+$394K
2
+$294K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 1.09%
2 Financials 0.98%
3 Consumer Discretionary 0.51%
4 Healthcare 0.41%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$949K 0.73%
40,502
+281
27
$880K 0.68%
7,525
28
$846K 0.65%
3,633
-191
29
$816K 0.63%
30,442
+214
30
$752K 0.58%
12,069
-301
31
$731K 0.56%
1,268
-19
32
$697K 0.54%
1,515
-5
33
$672K 0.52%
28,008
-276
34
$630K 0.48%
3,519
35
$508K 0.39%
1,793
-46
36
$493K 0.38%
10,520
+6,798
37
$463K 0.36%
948
-107
38
$445K 0.34%
18,892
39
$443K 0.34%
19,049
40
$435K 0.33%
8,511
41
$431K 0.33%
816
-15
42
$427K 0.33%
8,920
43
$374K 0.29%
15,763
+423
44
$370K 0.28%
2,233
45
$338K 0.26%
13,803
46
$335K 0.26%
13,332
-161
47
$334K 0.26%
13,725
48
$329K 0.25%
14,027
+911
49
$305K 0.23%
12,838
50
$302K 0.23%
12,171
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