HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
1-Year Return
7.93%
This Quarter Return
+2.83%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$0
(0%)
Cap. Flow
-$2.74M
Cap. Flow
% of AUM
-1.8%
Top 10 Holdings %
Top 10 Hldgs %
61.2%
Holding
182
New
–
Increased
–
Reduced
1
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.74M |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Financials | 0.65% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Healthcare | 0.29% |
| 5 | Communication Services | 0.26% |
