HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
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
26
$967K 0.69%
41,404
-224
27
$950K 0.68%
42,259
+2,011
28
$900K 0.64%
14,711
+601
29
$815K 0.58%
1,312
30
$761K 0.54%
1,566
-84
31
$726K 0.52%
6,646
-901
32
$660K 0.47%
3,216
-224
33
$640K 0.46%
3,519
34
$632K 0.45%
10,191
-1,673
35
$621K 0.44%
12,660
+631
36
$532K 0.38%
937
+117
37
$523K 0.37%
24,327
38
$496K 0.35%
1,632
+12
39
$489K 0.35%
10,587
+155
40
$483K 0.34%
21,251
+695
41
$465K 0.33%
20,016
+579
42
$459K 0.33%
5,000
43
$434K 0.31%
787
-43
44
$410K 0.29%
8,299
-606
45
$382K 0.27%
2,165
46
$374K 0.27%
15,923
+160
47
$326K 0.23%
13,274
48
$321K 0.23%
1,462
-20
49
$311K 0.22%
13,216
+159
50
$311K 0.22%
732
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2
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