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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$312K 0.23%
5,592
-190
52
$305K 0.22%
13,087
53
$305K 0.22%
12,500
+523
54
$298K 0.22%
8,799
-68,225
55
$297K 0.22%
2,273
56
$290K 0.21%
12,661
+761
57
$284K 0.21%
11,499
+61
58
$245K 0.18%
10,645
59
$224K 0.16%
3,239
-5
60
$208K 0.15%
1,634
-59
61
$196K 0.14%
2,025
62
$195K 0.14%
732
63
$193K 0.14%
2,793
-57
64
$193K 0.14%
6,643
-550
65
$182K 0.13%
8,792
66
$165K 0.12%
3,645
-3
67
$157K 0.11%
6,764
68
$146K 0.11%
896
69
$130K 0.1%
738
70
$122K 0.09%
4,810
71
$119K 0.09%
302
72
$105K 0.08%
4,748
+1,872
73
$104K 0.08%
2,668
74
$101K 0.07%
4,484
+708
75
$97.8K 0.07%
850
1 2
3
4 5