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
$136M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$791K
3
+$745K
4
VV icon
Vanguard Large-Cap ETF
VV
+$700K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$544K

Top Sells

1
+$820K
2
+$170K
3
+$149K
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$147K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$78.1K

Sector Composition

1 Financials 0.64%
2 Technology 0.56%
3 Healthcare 0.11%
4 Consumer Discretionary 0.07%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$70.4K 0.05%
1,628
77
$69.4K 0.05%
1,395
78
$67.3K 0.05%
2,876
79
$62.1K 0.05%
165
-6
80
$61.1K 0.04%
2,200
81
$56.8K 0.04%
1,550
-70
82
$56.4K 0.04%
123
83
$54.8K 0.04%
282
84
$51.2K 0.04%
541
85
$51K 0.04%
1,782
+221
86
$49.7K 0.04%
1,125
87
$49.3K 0.04%
1,210
88
$48.6K 0.04%
457
89
$44.3K 0.03%
648
90
$42.2K 0.03%
360
91
$41.4K 0.03%
318
92
$40.5K 0.03%
2,045
93
$39.6K 0.03%
373
94
$39.5K 0.03%
380
+40
95
$38.8K 0.03%
426
96
$38.7K 0.03%
600
97
$38.3K 0.03%
170
98
$37.9K 0.03%
249
+215
99
$37.4K 0.03%
340
100
$35.8K 0.03%
+383
2 3
4
5 6