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
$136M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$791K
3
+$745K
4
VV icon
Vanguard Large-Cap ETF
VV
+$700K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$544K

Top Sells

1
+$820K
2
+$170K
3
+$149K
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$147K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$78.1K

Sector Composition

1 Financials 0.64%
2 Technology 0.56%
3 Healthcare 0.11%
4 Consumer Discretionary 0.07%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$275K 0.2%
11,514
+1,137
52
$264K 0.19%
7,705
53
$263K 0.19%
10,579
54
$256K 0.19%
889
-173
55
$253K 0.19%
10,645
+2,450
56
$239K 0.18%
3,331
+29
57
$232K 0.17%
7,447
-161
58
$211K 0.15%
2,124
-24
59
$203K 0.15%
1,140
-42
60
$199K 0.15%
2,850
-41
61
$184K 0.14%
8,792
62
$178K 0.13%
3,706
+18
63
$161K 0.12%
6,764
64
$154K 0.11%
896
65
$126K 0.09%
5,010
-478
66
$123K 0.09%
503
67
$120K 0.09%
5,205
+2,875
68
$118K 0.09%
1,556
-988
69
$108K 0.08%
2,668
70
$107K 0.08%
2,860
-578
71
$107K 0.08%
647
+40
72
$105K 0.08%
850
73
$86.3K 0.06%
3,776
+718
74
$83.7K 0.06%
810
+50
75
$72.7K 0.05%
1,639
1 2
3
4 5