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
$136M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$791K
3
+$745K
4
VV icon
Vanguard Large-Cap ETF
VV
+$700K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$544K

Top Sells

1
+$820K
2
+$170K
3
+$149K
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$147K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$78.1K

Sector Composition

1 Financials 0.64%
2 Technology 0.56%
3 Healthcare 0.11%
4 Consumer Discretionary 0.07%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$35.5K 0.03%
464
102
$33.6K 0.02%
800
103
$32.6K 0.02%
1,492
104
$32.6K 0.02%
525
105
$32.5K 0.02%
127
106
$30.8K 0.02%
400
-800
107
$29.4K 0.02%
1,327
-720
108
$29.1K 0.02%
777
109
$29.1K 0.02%
853
110
$28.7K 0.02%
122
111
$28.3K 0.02%
273
112
$28K 0.02%
110
-220
113
$26.5K 0.02%
453
-64
114
$25.2K 0.02%
537
115
$24.2K 0.02%
+1,069
116
$21.4K 0.02%
401
117
$20.5K 0.02%
384
118
$18.7K 0.01%
126
-220
119
$18.5K 0.01%
273
120
$18.3K 0.01%
119
121
$15.8K 0.01%
144
-288
122
$15.5K 0.01%
572
123
$14.9K 0.01%
67
124
$14.8K 0.01%
62
125
$14K 0.01%
429
3 4
5
6 7