HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$576K
3
+$328K
4
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$243K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$213K

Top Sells

1
+$1.59M
2
+$459K
3
+$224K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$65.6K

Sector Composition

1 Technology 1.03%
2 Industrials 1.03%
3 Financials 0.94%
4 Communication Services 0.46%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$119K 0.08%
249
77
$118K 0.08%
1,599
78
$117K 0.08%
800
79
$116K 0.08%
2,579
-224
80
$102K 0.07%
407
81
$101K 0.07%
1,553
82
$97.7K 0.07%
164
83
$92.5K 0.06%
380
84
$83.1K 0.06%
205
85
$81.3K 0.06%
1,233
86
$79.6K 0.05%
282
87
$74.6K 0.05%
3,331
+1,782
88
$73.8K 0.05%
3,420
+1,562
89
$72.4K 0.05%
1,014
90
$68.7K 0.05%
1,349
91
$67.8K 0.05%
3,069
92
$63.9K 0.04%
100
93
$62.1K 0.04%
170
94
$61.7K 0.04%
1,299
95
$60.7K 0.04%
426
96
$59.3K 0.04%
648
97
$57.5K 0.04%
77
98
$57.3K 0.04%
195
99
$51.2K 0.04%
360
100
$48K 0.03%
105
2 3
4
5 6