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
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.2M
3
+$11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.6M

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%
+517
104
$30K 0.02%
+122
105
$22K 0.02%
+572
106
$21K 0.02%
+401
107
$21K 0.02%
+384
108
$20K 0.02%
+559
109
$19K 0.02%
+119
110
$18K 0.01%
+330
111
$17K 0.01%
+350
112
$17K 0.01%
+67
113
$16K 0.01%
+133
114
$16K 0.01%
+100
115
$16K 0.01%
+429
116
$16K 0.01%
+144
117
$15K 0.01%
+62
118
$14K 0.01%
+300
119
$13K 0.01%
+194
120
$13K 0.01%
+129
121
$13K 0.01%
+273
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