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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.21%
1,482
-47
52
$279K 0.21%
338
53
$264K 0.2%
732
54
$251K 0.19%
2,061
-113
55
$247K 0.18%
10,230
+1,589
56
$231K 0.17%
+4,018
57
$230K 0.17%
6,375
-246
58
$226K 0.17%
601
59
$215K 0.16%
812
-31
60
$214K 0.16%
2,520
-187
61
$197K 0.15%
8,410
+64
62
$175K 0.13%
7,824
+736
63
$169K 0.13%
3,136
+750
64
$164K 0.12%
3,274
-68
65
$153K 0.11%
1,873
66
$144K 0.11%
1,736
-351
67
$143K 0.11%
1,320
68
$140K 0.1%
2,944
69
$136K 0.1%
2,299
-73
70
$115K 0.09%
+2,907
71
$115K 0.09%
850
72
$113K 0.08%
+613
73
$111K 0.08%
2,655
74
$110K 0.08%
1,599
75
$109K 0.08%
546
1 2
3
4 5