HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$11.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$9.93M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.07M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.62%
2 Financials 0.55%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.03%
+777
102
$30K 0.02%
+208
103
$30K 0.02%
+122
104
$30K 0.02%
+517
105
$22K 0.02%
+572
106
$21K 0.02%
+384
107
$21K 0.02%
+401
108
$20K 0.02%
+559
109
$19K 0.02%
+119
110
$18K 0.01%
+330
111
$17K 0.01%
+67
112
$17K 0.01%
+350
113
$16K 0.01%
+100
114
$16K 0.01%
+133
115
$16K 0.01%
+144
116
$16K 0.01%
+429
117
$15K 0.01%
+62
118
$14K 0.01%
+300
119
$13K 0.01%
+273
120
$13K 0.01%
+129
121
$13K 0.01%
+194
122
$12K 0.01%
+370
123
$10K 0.01%
+400
124
$8K 0.01%
+27
125
$7K 0.01%
+27
3 4
5
6 7