HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$576K
3
+$328K
4
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$243K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$213K

Top Sells

1
+$1.59M
2
+$459K
3
+$224K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$65.6K

Sector Composition

1 Technology 1.03%
2 Industrials 1.03%
3 Financials 0.94%
4 Communication Services 0.46%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$321K 0.22%
1,462
52
$312K 0.21%
13,216
53
$290K 0.2%
1,991
-70
54
$288K 0.2%
557
-12
55
$258K 0.18%
338
56
$255K 0.18%
3,868
+552
57
$249K 0.17%
10,230
58
$246K 0.17%
1,320
59
$236K 0.16%
2,446
-17
60
$235K 0.16%
8,410
61
$227K 0.16%
812
62
$212K 0.15%
8,398
-2,228
63
$185K 0.13%
3,594
+49
64
$174K 0.12%
1,873
65
$166K 0.11%
687
-25
66
$151K 0.1%
2,079
-137
67
$147K 0.1%
1,775
-9
68
$142K 0.1%
3,823
69
$141K 0.1%
2,944
70
$133K 0.09%
+6,360
71
$132K 0.09%
1,276
72
$130K 0.09%
2,933
73
$129K 0.09%
2,503
-152
74
$123K 0.08%
619
+3
75
$119K 0.08%
850
1 2
3
4 5