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
$153M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.43M
3
+$1.04M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$996K
5
VV icon
Vanguard Large-Cap ETF
VV
+$929K

Top Sells

1
+$4.09M
2
+$891K
3
+$808K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$742K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$355K

Sector Composition

1 Technology 0.83%
2 Financials 0.65%
3 Consumer Discretionary 0.51%
4 Healthcare 0.29%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$317K 0.21%
2,273
52
$305K 0.2%
12,838
+2,193
53
$286K 0.19%
8,038
-761
54
$279K 0.18%
741
-343
55
$248K 0.16%
1,634
56
$243K 0.16%
3,218
-21
57
$222K 0.15%
732
58
$217K 0.14%
2,793
59
$208K 0.14%
8,792
60
$202K 0.13%
4,222
+577
61
$197K 0.13%
338
+329
62
$195K 0.13%
+5,127
63
$184K 0.12%
3,492
-3,461
64
$184K 0.12%
1,865
-160
65
$183K 0.12%
7,647
+883
66
$171K 0.11%
896
67
$148K 0.1%
738
68
$148K 0.1%
2,432
-14,685
69
$135K 0.09%
3,179
+511
70
$129K 0.08%
5,583
+1,099
71
$128K 0.08%
293
-9
72
$120K 0.08%
+5,345
73
$106K 0.07%
850
74
$105K 0.07%
2,698
-27
75
$104K 0.07%
466
+360
1 2
3
4 5