HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$115K 0.08%
850
77
$114K 0.08%
1,599
78
$96.7K 0.07%
249
79
$95.1K 0.07%
+1,553
80
$92.9K 0.07%
164
81
$90.3K 0.06%
407
82
$81.8K 0.06%
800
83
$81.7K 0.06%
282
84
$76.2K 0.05%
1,233
85
$75.2K 0.05%
205
86
$68.2K 0.05%
1,014
87
$67.7K 0.05%
3,069
88
$67.4K 0.05%
380
89
$65.8K 0.05%
1,349
90
$61.7K 0.04%
1,299
91
$59.1K 0.04%
426
92
$57.7K 0.04%
170
93
$56.3K 0.04%
648
94
$55.5K 0.04%
195
95
$53.6K 0.04%
100
96
$53.6K 0.04%
185
-15
97
$53.4K 0.04%
105
98
$51.1K 0.04%
77
99
$49.1K 0.04%
1,776
-580
100
$47.8K 0.03%
360
2 3
4
5 6