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
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$493K
3
+$271K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$175K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$153K

Top Sells

1
+$5.03M
2
+$3.58M
3
+$3.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.58M

Sector Composition

1 Technology 1.14%
2 Financials 0.96%
3 Consumer Discretionary 0.56%
4 Healthcare 0.42%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.09%
850
77
$105K 0.08%
1,599
-833
78
$97.2K 0.08%
408
-58
79
$90.3K 0.07%
164
80
$86.7K 0.07%
250
+39
81
$85.5K 0.07%
+5,285
82
$82.8K 0.07%
3,705
+1,586
83
$74.3K 0.06%
1,233
84
$73.9K 0.06%
1,377
85
$73.3K 0.06%
282
86
$68.2K 0.05%
380
-40
87
$66.7K 0.05%
1,350
88
$66.1K 0.05%
800
89
$60.9K 0.05%
484
90
$60.3K 0.05%
1,014
+697
91
$59.4K 0.05%
1,299
92
$58.3K 0.05%
278
93
$56.8K 0.04%
100
94
$55.6K 0.04%
648
95
$51.9K 0.04%
1,125
96
$51.1K 0.04%
170
97
$48.1K 0.04%
2,212
98
$47.4K 0.04%
426
99
$46.8K 0.04%
100
100
$45.7K 0.04%
360
2 3
4
5 6