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
$150M
AUM Growth
-$23.9K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$221K
2
+$201K
3
+$191K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$168K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$162K

Top Sells

1
+$388K
2
+$233K
3
+$186K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$165K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$140K

Sector Composition

1 Technology 0.86%
2 Financials 0.72%
3 Industrials 0.57%
4 Communication Services 0.49%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CFO icon
76
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$412M
$97.7K 0.07%
1,318
-113
LOW icon
77
Lowe's Companies
LOW
$142B
$96.2K 0.06%
407
ESML icon
78
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.34B
$94.7K 0.06%
2,014
-565
CB icon
79
Chubb
CB
$129B
$91.9K 0.06%
282
EZM icon
80
WisdomTree US MidCap Fund
EZM
$892M
$82.9K 0.06%
1,233
BSJS icon
81
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$665M
$82.6K 0.06%
3,810
EAGG icon
82
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.72B
$82.6K 0.05%
1,737
-1,207
VEU icon
83
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$76.2K 0.05%
1,014
BSJT icon
84
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$473M
$75.6K 0.05%
3,592
RFG icon
85
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$333M
$73.9K 0.05%
1,349
HD icon
86
Home Depot
HD
$349B
$67.4K 0.04%
205
MDYG icon
87
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.72B
$62.2K 0.04%
648
IWB icon
88
iShares Russell 1000 ETF
IWB
$46.3B
$60.6K 0.04%
170
HYXF icon
89
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$197M
$60.2K 0.04%
1,299
IBIT icon
90
iShares Bitcoin Trust
IBIT
$61.2B
$59.7K 0.04%
1,553
DE icon
91
Deere & Co
DE
$159B
$59.1K 0.04%
105
IDXX icon
92
Idexx Laboratories
IDXX
$47.1B
$56.2K 0.04%
100
IWP icon
93
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$54.6K 0.04%
426
DVY icon
94
iShares Select Dividend ETF
DVY
$22.7B
$54.5K 0.04%
360
ITA icon
95
iShares US Aerospace & Defense ETF
ITA
$14.3B
$54K 0.04%
247
VGT icon
96
Vanguard Information Technology ETF
VGT
$121B
$53.7K 0.04%
77
VOT icon
97
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$50.2K 0.03%
195
EES icon
98
WisdomTree US SmallCap Earnings Fund
EES
$688M
$48.3K 0.03%
832
VIG icon
99
Vanguard Dividend Appreciation ETF
VIG
$105B
$47.7K 0.03%
222
IWV icon
100
iShares Russell 3000 ETF
IWV
$18.9B
$45.2K 0.03%
122
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4
5 6