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
$141M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$643K
3
+$239K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$178K

Top Sells

1
+$239K
2
+$200K
3
+$155K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$125K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$122K

Sector Composition

1 Technology 1.32%
2 Financials 0.69%
3 Consumer Discretionary 0.66%
4 Communication Services 0.24%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42.9K 0.03%
+106
102
$41.9K 0.03%
600
103
$41.4K 0.03%
170
104
$41.2K 0.03%
426
105
$40.8K 0.03%
360
106
$39.1K 0.03%
340
107
$37.7K 0.03%
+321
108
$37.6K 0.03%
2,045
109
$37.3K 0.03%
340
-33
110
$36.4K 0.03%
383
111
$36.1K 0.03%
222
+103
112
$35.7K 0.03%
127
113
$35.1K 0.02%
464
114
$32.4K 0.02%
800
115
$32.3K 0.02%
1,492
116
$32K 0.02%
+232
117
$31.6K 0.02%
525
118
$31K 0.02%
122
119
$30.6K 0.02%
+200
120
$29.1K 0.02%
+796
121
$27.9K 0.02%
777
122
$26.3K 0.02%
571
+34
123
$25.9K 0.02%
707
-503
124
$25.9K 0.02%
853
125
$25.2K 0.02%
1,204
-123
3 4
5
6 7