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
$141M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$643K
3
+$239K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$178K

Top Sells

1
+$239K
2
+$200K
3
+$155K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$125K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$122K

Sector Composition

1 Technology 1.32%
2 Financials 0.69%
3 Consumer Discretionary 0.66%
4 Communication Services 0.24%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$104K 0.07%
850
77
$104K 0.07%
2,860
78
$86.1K 0.06%
3,776
79
$78.5K 0.06%
164
+41
80
$76.2K 0.05%
2,655
+873
81
$73.9K 0.05%
1,395
82
$73.3K 0.05%
+150
83
$73K 0.05%
1,628
84
$72.2K 0.05%
1,639
85
$66.1K 0.05%
2,876
86
$60.6K 0.04%
366
+346
87
$60.5K 0.04%
1,550
88
$55.8K 0.04%
484
+27
89
$54.3K 0.04%
282
90
$51.8K 0.04%
+211
91
$50.8K 0.04%
420
+40
92
$50.6K 0.04%
348
+30
93
$50.2K 0.04%
+100
94
$48.6K 0.03%
453
+309
95
$48.3K 0.03%
+100
96
$48.1K 0.03%
1,125
97
$47.2K 0.03%
541
98
$46.4K 0.03%
648
99
$45.6K 0.03%
289
+40
100
$44.8K 0.03%
249
+218
2 3
4
5 6