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
$129M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$134K
3
+$97.6K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$47.1K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$32.7K

Top Sells

1
+$394K
2
+$294K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VEA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44.2K 0.03%
106
102
$44.1K 0.03%
127
103
$44K 0.03%
222
104
$43.9K 0.03%
832
105
$41.8K 0.03%
299
106
$39.9K 0.03%
122
107
$37.7K 0.03%
525
108
$37.7K 0.03%
270
109
$37K 0.03%
280
110
$36.5K 0.03%
853
111
$30.5K 0.02%
273
112
$30K 0.02%
2,045
113
$27.2K 0.02%
777
114
$27.1K 0.02%
384
115
$26.5K 0.02%
423
-1
116
$26.3K 0.02%
46
117
$25.5K 0.02%
899
-110
118
$25.1K 0.02%
321
119
$18.7K 0.01%
498
120
$16.7K 0.01%
100
121
$16.6K 0.01%
50
122
$16K 0.01%
194
123
$14.4K 0.01%
555
124
$14.1K 0.01%
50
125
$13.1K 0.01%
129
3 4
5
6 7