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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$108K 0.08%
2,803
77
$104K 0.08%
1,006
78
$94.9K 0.07%
407
79
$87.5K 0.07%
164
80
$85.2K 0.06%
282
81
$82.1K 0.06%
249
82
$75.1K 0.06%
205
83
$73.5K 0.05%
1,233
84
$66.4K 0.05%
3,069
-1,025
85
$62.6K 0.05%
+2,356
86
$62K 0.05%
800
87
$61.5K 0.05%
1,014
88
$60.2K 0.04%
1,299
89
$59.4K 0.04%
380
90
$59.1K 0.04%
1,349
91
$52.4K 0.04%
100
92
$52.1K 0.04%
170
93
$51.5K 0.04%
648
94
$50.1K 0.04%
426
95
$49.3K 0.04%
105
96
$49.1K 0.04%
200
-25
97
$48.3K 0.04%
360
98
$47.7K 0.04%
+195
99
$47.1K 0.04%
299
100
$43.1K 0.03%
222
2 3
4
5 6