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
$129M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$134K
3
+$97.6K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$47.1K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$32.7K

Top Sells

1
+$394K
2
+$294K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 1.09%
2 Financials 0.98%
3 Consumer Discretionary 0.51%
4 Healthcare 0.41%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.09%
1,599
77
$110K 0.08%
408
78
$105K 0.08%
2,655
79
$97.6K 0.08%
250
80
$93.4K 0.07%
164
81
$84.1K 0.06%
3,705
82
$81.3K 0.06%
282
83
$79.1K 0.06%
1,377
84
$76.9K 0.06%
1,233
85
$76.8K 0.06%
800
86
$66.4K 0.05%
1,350
87
$63.9K 0.05%
1,014
88
$63.5K 0.05%
380
89
$61.5K 0.05%
1,299
90
$58.7K 0.05%
100
91
$58.6K 0.05%
278
92
$56.9K 0.04%
648
93
$53.4K 0.04%
170
94
$50.5K 0.04%
100
95
$50K 0.04%
426
96
$49K 0.04%
2,212
97
$48.6K 0.04%
360
98
$47.3K 0.04%
975
-150
99
$45.8K 0.04%
403
-81
100
$45.2K 0.03%
77
2 3
4
5 6