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
$125M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$493K
3
+$271K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$175K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$153K

Top Sells

1
+$5.03M
2
+$3.58M
3
+$3.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.58M

Sector Composition

1 Technology 1.14%
2 Financials 0.96%
3 Consumer Discretionary 0.56%
4 Healthcare 0.42%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44.1K 0.03%
77
102
$42.7K 0.03%
127
103
$42.3K 0.03%
832
104
$41.6K 0.03%
222
105
$40K 0.03%
106
106
$38.2K 0.03%
122
107
$38K 0.03%
+299
108
$36.7K 0.03%
270
109
$36.2K 0.03%
853
110
$34.9K 0.03%
280
111
$34.3K 0.03%
525
112
$28K 0.02%
2,045
113
$27.6K 0.02%
424
114
$26.9K 0.02%
1,009
-64
115
$26.2K 0.02%
273
116
$26K 0.02%
384
117
$25.8K 0.02%
777
118
$23.7K 0.02%
321
119
$21.9K 0.02%
46
120
$17.8K 0.01%
498
121
$16.5K 0.01%
100
122
$15.6K 0.01%
50
123
$14.8K 0.01%
555
124
$14.5K 0.01%
194
125
$14.1K 0.01%
429
3 4
5
6 7