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
$153M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.43M
3
+$1.04M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$996K
5
VV icon
Vanguard Large-Cap ETF
VV
+$929K

Top Sells

1
+$4.09M
2
+$891K
3
+$808K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$742K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$355K

Sector Composition

1 Technology 0.83%
2 Financials 0.65%
3 Consumer Discretionary 0.51%
4 Healthcare 0.29%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$89.4K 0.06%
2,655
77
$83.2K 0.05%
164
78
$70.8K 0.05%
1,233
-162
79
$69.6K 0.05%
1,377
+1,098
80
$69.3K 0.05%
1,400
81
$63.7K 0.04%
282
82
$62.3K 0.04%
211
83
$59.2K 0.04%
420
84
$59.1K 0.04%
1,299
85
$57.3K 0.04%
2,558
+504
86
$55.7K 0.04%
1,350
-200
87
$55.5K 0.04%
100
88
$52.9K 0.03%
100
89
$52.8K 0.03%
484
90
$50.5K 0.03%
490
+107
91
$49K 0.03%
648
92
$48.5K 0.03%
1,125
93
$47.9K 0.03%
2,212
94
$47.8K 0.03%
289
95
$47.4K 0.03%
2,119
96
$47.3K 0.03%
278
97
$47.1K 0.03%
800
98
$45.5K 0.03%
541
99
$44.6K 0.03%
170
100
$44.5K 0.03%
426
2 3
4
5 6