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
$125M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.08M
3
+$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.26M
5
VV icon
Vanguard Large-Cap ETF
VV
+$936K

Top Sells

1
+$3.29M
2
+$1.67M
3
+$677K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$637K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$410K

Sector Composition

1 Financials 0.73%
2 Technology 0.53%
3 Healthcare 0.14%
4 Utilities 0.14%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.2%
10,377
+2,134
52
$242K 0.19%
+9,820
53
$235K 0.19%
7,705
-482
54
$234K 0.19%
7,608
-66
55
$226K 0.18%
9,741
+7,515
56
$218K 0.17%
3,302
-250
57
$208K 0.17%
2,148
-937
58
$206K 0.16%
1,182
-4
59
$195K 0.16%
2,891
60
$193K 0.15%
8,195
61
$187K 0.15%
2,544
-1,152
62
$178K 0.14%
8,792
63
$173K 0.14%
3,688
-832
64
$168K 0.13%
+896
65
$158K 0.13%
6,764
+4,350
66
$137K 0.11%
5,488
+2,121
67
$119K 0.1%
3,438
-160
68
$110K 0.09%
+2,668
69
$108K 0.09%
503
70
$106K 0.08%
850
71
$100K 0.08%
1,200
72
$79K 0.06%
607
73
$76K 0.06%
330
74
$71K 0.06%
1,639
-976
75
$69K 0.06%
1,628
1 2
3
4 5