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
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$59.8K
2
+$58.8K
3
+$50.8K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.2K
5
VV icon
Vanguard Large-Cap ETF
VV
+$44.8K

Top Sells

1
+$627K
2
+$494K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.1K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$22.8K

Sector Composition

1 Technology 0.56%
2 Financials 0.54%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$50K 0.05%
2,226
77
$49K 0.05%
123
78
$48K 0.04%
541
79
$47K 0.04%
1,561
80
$45K 0.04%
1,125
81
$44K 0.04%
346
82
$39K 0.04%
360
83
$39K 0.04%
2,045
84
$39K 0.04%
648
85
$39K 0.04%
457
86
$38K 0.04%
378
87
$38K 0.04%
432
88
$37K 0.03%
853
89
$36K 0.03%
373
90
$36K 0.03%
2,047
91
$35K 0.03%
464
92
$34K 0.03%
600
93
$34K 0.03%
170
94
$33K 0.03%
340
-6,460
95
$33K 0.03%
426
96
$33K 0.03%
318
97
$31K 0.03%
1,492
98
$30K 0.03%
517
99
$29K 0.03%
525
100
$28K 0.03%
777
2 3
4
5 6