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
$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
SDY icon
76
SPDR S&P Dividend ETF
SDY
$20.2B
$115K 0.08%
850
CFO icon
77
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$415M
$114K 0.08%
1,599
CAT icon
78
Caterpillar
CAT
$247B
$96.7K 0.07%
249
IBIT icon
79
iShares Bitcoin Trust
IBIT
$81.5B
$95.1K 0.07%
+1,553
MDY icon
80
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$92.9K 0.07%
164
LOW icon
81
Lowe's Companies
LOW
$137B
$90.3K 0.06%
407
ANET icon
82
Arista Networks
ANET
$180B
$81.8K 0.06%
800
CB icon
83
Chubb
CB
$107B
$81.7K 0.06%
282
EZM icon
84
WisdomTree US MidCap Fund
EZM
$841M
$76.2K 0.05%
1,233
HD icon
85
Home Depot
HD
$390B
$75.2K 0.05%
205
VEU icon
86
Vanguard FTSE All-World ex-US ETF
VEU
$51B
$68.2K 0.05%
1,014
BSJS icon
87
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$474M
$67.7K 0.05%
3,069
GOOG icon
88
Alphabet (Google) Class C
GOOG
$3.07T
$67.4K 0.05%
380
RFG icon
89
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$292M
$65.8K 0.05%
1,349
HYXF icon
90
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$187M
$61.7K 0.04%
1,299
IWP icon
91
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$59.1K 0.04%
426
IWB icon
92
iShares Russell 1000 ETF
IWB
$44.7B
$57.7K 0.04%
170
MDYG icon
93
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.39B
$56.3K 0.04%
648
VOT icon
94
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$55.5K 0.04%
195
IDXX icon
95
Idexx Laboratories
IDXX
$50.8B
$53.6K 0.04%
100
JPM icon
96
JPMorgan Chase
JPM
$810B
$53.6K 0.04%
185
-15
DE icon
97
Deere & Co
DE
$124B
$53.4K 0.04%
105
VGT icon
98
Vanguard Information Technology ETF
VGT
$109B
$51.1K 0.04%
77
SCHV icon
99
Schwab US Large-Cap Value ETF
SCHV
$14B
$49.1K 0.04%
1,776
-580
DVY icon
100
iShares Select Dividend ETF
DVY
$20.6B
$47.8K 0.03%
360
2 3
4
5 6