HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
1-Year Return
7.93%
This Quarter Return
+5.99%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$3.82M
(+3%)
Cap. Flow
-$1.29M
Cap. Flow
% of AUM
-1%
Top 10 Holdings %
Top 10 Hldgs %
58.3%
Holding
173
New
–
Increased
18
Reduced
38
Closed
1
Top Buys
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$394K |
| 2 |
WPS
iShares International Developed Property ETF
WPS
|
$294K |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$234K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$206K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$160K |
Sector Composition
| 1 | Technology | 1.09% |
| 2 | Financials | 0.98% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Healthcare | 0.41% |
| 5 | Communication Services | 0.36% |
