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
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$493K
3
+$271K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$175K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$153K

Top Sells

1
+$5.03M
2
+$3.58M
3
+$3.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.58M

Sector Composition

1 Technology 1.14%
2 Financials 0.96%
3 Consumer Discretionary 0.56%
4 Healthcare 0.42%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$294K 0.23%
10,673
-5,384
52
$290K 0.23%
1,584
-50
53
$290K 0.23%
338
54
$283K 0.22%
648
-93
55
$279K 0.22%
2,315
-1,427
56
$272K 0.21%
7,578
-460
57
$265K 0.21%
732
58
$244K 0.19%
671
-466
59
$233K 0.18%
2,793
60
$210K 0.17%
9,466
+6,908
61
$208K 0.16%
8,346
-446
62
$185K 0.15%
1,865
63
$183K 0.14%
7,647
64
$182K 0.14%
2,220
-1,763
65
$177K 0.14%
3,492
66
$176K 0.14%
867
-29
67
$158K 0.12%
3,722
+543
68
$156K 0.12%
1,320
-80
69
$154K 0.12%
712
-26
70
$149K 0.12%
1,873
-1,345
71
$145K 0.11%
6,595
+1,250
72
$139K 0.11%
2,944
-1,278
73
$117K 0.09%
2,584
-114
74
$114K 0.09%
2,655
75
$113K 0.09%
2,803
-2,324
1 2
3
4 5