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
$129M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$134K
3
+$97.6K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$47.1K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$32.7K

Top Sells

1
+$394K
2
+$294K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 1.09%
2 Financials 0.98%
3 Consumer Discretionary 0.51%
4 Healthcare 0.41%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$299K 0.23%
338
52
$295K 0.23%
1,584
53
$292K 0.22%
2,315
54
$280K 0.21%
7,578
55
$275K 0.21%
732
56
$265K 0.2%
10,528
-1,438
57
$259K 0.2%
601
-47
58
$239K 0.18%
2,707
-86
59
$226K 0.17%
9,976
+510
60
$215K 0.17%
8,346
61
$197K 0.15%
843
-24
62
$188K 0.14%
7,700
+53
63
$187K 0.14%
3,492
64
$185K 0.14%
2,220
65
$177K 0.14%
438
-233
66
$162K 0.12%
1,599
-266
67
$160K 0.12%
1,320
68
$158K 0.12%
1,873
69
$157K 0.12%
712
70
$154K 0.12%
6,968
+373
71
$143K 0.11%
2,944
72
$123K 0.09%
2,466
-118
73
$121K 0.09%
850
74
$120K 0.09%
7,224
+1,939
75
$117K 0.09%
2,803
1 2
3
4 5