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
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBTF icon
26
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$967K 0.69%
41,404
-224
IBTH icon
27
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$1.75B
$950K 0.68%
42,259
+2,011
ICF icon
28
iShares Select U.S. REIT ETF
ICF
$1.94B
$900K 0.64%
14,711
+601
IVV icon
29
iShares Core S&P 500 ETF
IVV
$660B
$815K 0.58%
1,312
BRK.B icon
30
Berkshire Hathaway Class B
BRK.B
$1.06T
$761K 0.54%
1,566
-84
IJR icon
31
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$726K 0.52%
6,646
-901
AAPL icon
32
Apple
AAPL
$3.74T
$660K 0.47%
3,216
-224
RSP icon
33
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$640K 0.46%
3,519
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$632K 0.45%
10,191
-1,673
VTEB icon
35
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$621K 0.44%
12,660
+631
VOO icon
36
Vanguard S&P 500 ETF
VOO
$757B
$532K 0.38%
937
+117
BSMU icon
37
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$179M
$523K 0.37%
24,327
VTI icon
38
Vanguard Total Stock Market ETF
VTI
$543B
$496K 0.35%
1,632
+12
VNQI icon
39
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$489K 0.35%
10,587
+155
BSMT icon
40
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$483K 0.34%
21,251
+695
BSMS icon
41
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$226M
$465K 0.33%
20,016
+579
CRH icon
42
CRH
CRH
$78.7B
$459K 0.33%
5,000
QQQ icon
43
Invesco QQQ Trust
QQQ
$384B
$434K 0.31%
787
-43
VWO icon
44
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$410K 0.29%
8,299
-606
GOOGL icon
45
Alphabet (Google) Class A
GOOGL
$3.06T
$382K 0.27%
2,165
BSMR icon
46
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$275M
$374K 0.27%
15,923
+160
BSMP icon
47
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
$218M
$326K 0.23%
13,274
AMZN icon
48
Amazon
AMZN
$2.27T
$321K 0.23%
1,462
-20
BSMQ icon
49
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$291M
$311K 0.22%
13,216
+159
IWF icon
50
iShares Russell 1000 Growth ETF
IWF
$122B
$311K 0.22%
732
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