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
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$59.8K
2
+$58.8K
3
+$50.8K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.2K
5
VV icon
Vanguard Large-Cap ETF
VV
+$44.8K

Top Sells

1
+$627K
2
+$494K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.1K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$22.8K

Sector Composition

1 Technology 0.56%
2 Financials 0.54%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$27K 0.02%
2,200
102
$26K 0.02%
273
-5,187
103
$26K 0.02%
208
104
$25K 0.02%
122
105
$20K 0.02%
572
106
$18K 0.02%
559
107
$18K 0.02%
384
108
$18K 0.02%
401
109
$16K 0.01%
119
110
$15K 0.01%
67
111
$15K 0.01%
350
112
$14K 0.01%
330
113
$14K 0.01%
62
114
$13K 0.01%
144
115
$13K 0.01%
100
116
$12K 0.01%
273
117
$12K 0.01%
194
118
$12K 0.01%
133
119
$11K 0.01%
429
120
$11K 0.01%
300
121
$11K 0.01%
129
122
$10K 0.01%
370
123
$10K 0.01%
400
124
$8K 0.01%
27
125
$6K 0.01%
700
3 4
5
6 7