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
$125M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.08M
3
+$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.26M
5
VV icon
Vanguard Large-Cap ETF
VV
+$936K

Top Sells

1
+$3.29M
2
+$1.67M
3
+$677K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$637K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$410K

Sector Composition

1 Financials 0.73%
2 Technology 0.53%
3 Healthcare 0.14%
4 Utilities 0.14%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37K 0.03%
340
-38
102
$36K 0.03%
426
103
$36K 0.03%
170
104
$35K 0.03%
464
105
$33K 0.03%
525
106
$32K 0.03%
2,200
107
$32K 0.03%
1,492
108
$30K 0.02%
517
109
$30K 0.02%
340
110
$29K 0.02%
208
111
$28K 0.02%
777
112
$27K 0.02%
122
113
$24K 0.02%
273
114
$24K 0.02%
537
+207
115
$24K 0.02%
+800
116
$20K 0.02%
401
117
$20K 0.02%
384
118
$18K 0.01%
119
119
$17K 0.01%
273
120
$16K 0.01%
572
121
$16K 0.01%
67
122
$15K 0.01%
62
123
$15K 0.01%
144
124
$14K 0.01%
194
125
$14K 0.01%
100
3 4
5
6 7