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
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$59.8K
2
+$58.8K
3
+$50.8K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.2K
5
VV icon
Vanguard Large-Cap ETF
VV
+$44.8K

Top Sells

1
+$627K
2
+$494K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.1K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$22.8K

Sector Composition

1 Technology 0.56%
2 Financials 0.54%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$199K 0.18%
3,552
-10
52
$196K 0.18%
1,186
53
$192K 0.18%
7,757
54
$188K 0.17%
8,243
55
$187K 0.17%
8,195
56
$180K 0.17%
2,891
57
$166K 0.15%
8,792
58
$123K 0.11%
5,676
59
$113K 0.1%
3,598
60
$110K 0.1%
2,615
-7
61
$106K 0.1%
503
62
$95K 0.09%
850
63
$94K 0.09%
1,200
64
$88K 0.08%
3,382
65
$86K 0.08%
760
66
$84K 0.08%
607
67
$84K 0.08%
3,367
68
$73K 0.07%
330
69
$67K 0.06%
3,058
70
$64K 0.06%
1,628
71
$61K 0.06%
1,395
72
$60K 0.06%
1,805
73
$58K 0.05%
3,045
74
$56K 0.05%
2,414
75
$56K 0.05%
171
1 2
3
4 5