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
$125M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.08M
3
+$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.26M
5
VV icon
Vanguard Large-Cap ETF
VV
+$936K

Top Sells

1
+$3.29M
2
+$1.67M
3
+$677K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$637K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$410K

Sector Composition

1 Financials 0.73%
2 Technology 0.53%
3 Healthcare 0.14%
4 Utilities 0.14%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.06%
3,058
77
$68K 0.05%
1,395
78
$66K 0.05%
+2,876
79
$64K 0.05%
760
80
$62K 0.05%
1,210
+860
81
$62K 0.05%
282
+251
82
$60K 0.05%
171
83
$58K 0.05%
1,620
-185
84
$54K 0.04%
123
85
$53K 0.04%
+2,330
86
$52K 0.04%
541
87
$52K 0.04%
346
88
$52K 0.04%
1,561
89
$51K 0.04%
1,125
90
$51K 0.04%
457
91
$48K 0.04%
432
92
$45K 0.04%
2,047
93
$43K 0.03%
318
94
$43K 0.03%
360
95
$43K 0.03%
600
96
$42K 0.03%
648
97
$42K 0.03%
127
+100
98
$41K 0.03%
2,045
99
$39K 0.03%
373
100
$37K 0.03%
853
2 3
4
5 6