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
$153M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.43M
3
+$1.04M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$996K
5
VV icon
Vanguard Large-Cap ETF
VV
+$929K

Top Sells

1
+$4.09M
2
+$891K
3
+$808K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$742K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$355K

Sector Composition

1 Technology 0.83%
2 Financials 0.65%
3 Consumer Discretionary 0.51%
4 Healthcare 0.29%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42.3K 0.03%
106
102
$42.2K 0.03%
360
103
$41.5K 0.03%
832
-170
104
$38.1K 0.03%
127
105
$37.8K 0.02%
222
106
$37.3K 0.02%
+77
107
$33.8K 0.02%
270
-70
108
$33.4K 0.02%
122
109
$32.5K 0.02%
280
110
$31.8K 0.02%
2,045
111
$31.5K 0.02%
853
112
$30.9K 0.02%
525
113
$27.3K 0.02%
777
114
$23.4K 0.02%
1,073
115
$23.4K 0.02%
384
116
$22.6K 0.01%
321
117
$21.8K 0.01%
424
-113
118
$21.6K 0.01%
429
119
$20.3K 0.01%
273
120
$17.8K 0.01%
317
121
$16.9K 0.01%
498
122
$16.3K 0.01%
46
123
$16.3K 0.01%
566
-101
124
$15.5K 0.01%
62
125
$15.5K 0.01%
100
3 4
5
6 7