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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$95.3K 0.07%
2,725
-135
77
$74.9K 0.05%
164
78
$72.7K 0.05%
2,655
79
$70.8K 0.05%
1,395
80
$60.9K 0.04%
1,400
-2,000
81
$60.7K 0.04%
1,550
82
$58.7K 0.04%
282
83
$57.5K 0.04%
211
84
$56.1K 0.04%
1,299
-340
85
$55.4K 0.04%
420
86
$55.2K 0.04%
1,621
+1,574
87
$50.6K 0.04%
100
88
$49.8K 0.04%
484
89
$46K 0.03%
600
90
$45.5K 0.03%
+2,212
91
$45.4K 0.03%
2,119
+627
92
$44.9K 0.03%
2,054
+985
93
$44.8K 0.03%
648
94
$43.9K 0.03%
289
95
$43.7K 0.03%
100
96
$43.5K 0.03%
541
97
$43.4K 0.03%
1,002
-626
98
$40.3K 0.03%
278
-70
99
$40K 0.03%
106
100
$39.9K 0.03%
170
2 3
4
5 6