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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$973K 0.72%
41,628
-581
27
$902K 0.67%
40,248
+1,036
28
$879K 0.65%
1,650
-4
29
$868K 0.65%
14,110
-71
30
$789K 0.59%
7,547
31
$764K 0.57%
3,440
-92
32
$737K 0.55%
1,312
+97
33
$692K 0.52%
11,864
-205
34
$610K 0.45%
3,519
35
$597K 0.44%
12,029
+3,020
36
$525K 0.39%
24,327
37
$467K 0.35%
20,556
38
$450K 0.34%
19,437
39
$445K 0.33%
1,620
-230
40
$440K 0.33%
5,000
41
$422K 0.31%
10,432
+933
42
$421K 0.31%
820
+141
43
$403K 0.3%
8,905
+22
44
$389K 0.29%
830
-104
45
$371K 0.28%
15,763
46
$335K 0.25%
2,165
47
$325K 0.24%
13,274
+85
48
$308K 0.23%
13,057
+124
49
$308K 0.23%
12,719
50
$302K 0.22%
12,008
-289
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