HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.22%
3,976
-42
52
$303K 0.22%
13,339
+5,515
53
$295K 0.21%
12,179
-540
54
$283K 0.2%
569
-32
55
$279K 0.2%
2,061
56
$268K 0.19%
10,626
-1,382
57
$263K 0.19%
338
58
$248K 0.18%
10,230
59
$227K 0.16%
2,463
-57
60
$217K 0.15%
812
61
$213K 0.15%
8,410
62
$209K 0.15%
1,320
63
$199K 0.14%
3,316
+180
64
$178K 0.13%
3,545
+271
65
$167K 0.12%
1,873
66
$154K 0.11%
712
+166
67
$148K 0.11%
1,784
+48
68
$141K 0.1%
3,823
-2,552
69
$140K 0.1%
2,944
70
$138K 0.1%
2,216
-83
71
$131K 0.09%
1,276
+270
72
$127K 0.09%
2,933
+26
73
$126K 0.09%
2,655
74
$116K 0.08%
616
+3
75
$116K 0.08%
2,803
1 2
3
4 5