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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.8K 0.03%
1,125
102
$38.9K 0.03%
426
103
$38.8K 0.03%
360
104
$37.3K 0.03%
340
105
$36.8K 0.03%
800
106
$36.4K 0.03%
127
107
$34.5K 0.03%
222
108
$34.2K 0.02%
383
109
$29.9K 0.02%
2,045
110
$29.9K 0.02%
122
111
$29.4K 0.02%
525
112
$29.2K 0.02%
280
-60
113
$24.6K 0.02%
777
114
$24.4K 0.02%
853
115
$22.1K 0.02%
667
-40
116
$22.1K 0.02%
537
-34
117
$21.9K 0.02%
106
118
$21.8K 0.02%
1,073
-131
119
$21.8K 0.02%
273
120
$20.7K 0.02%
321
121
$20.4K 0.01%
384
122
$16.4K 0.01%
317
-84
123
$16.2K 0.01%
555
-17
124
$15.4K 0.01%
498
125
$15.3K 0.01%
429
3 4
5
6 7