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
-$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.6M
3
+$1.07M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$649K
5
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$577K

Top Sells

1
+$3.17M
2
+$2.25M
3
+$672K
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$302K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$265K

Sector Composition

1 Technology 1.14%
2 Financials 1.03%
3 Consumer Discretionary 0.46%
4 Communication Services 0.4%
5 Materials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$39.8K 0.03%
975
102
$39.8K 0.03%
+1,858
103
$37K 0.03%
853
104
$36.5K 0.03%
270
105
$36.1K 0.03%
279
-1
106
$32.7K 0.02%
525
107
$27.9K 0.02%
101
-26
108
$26.9K 0.02%
46
109
$25.3K 0.02%
384
110
$25.2K 0.02%
273
111
$24.4K 0.02%
777
112
$23.3K 0.02%
2,045
113
$23.1K 0.02%
+1,054
114
$22.6K 0.02%
321
115
$21.4K 0.02%
812
-87
116
$21.3K 0.02%
303
-120
117
$17K 0.01%
498
118
$16.6K 0.01%
50
119
$16.4K 0.01%
100
120
$15.9K 0.01%
194
121
$14K 0.01%
555
122
$13.9K 0.01%
158
123
$13K 0.01%
165
124
$12.7K 0.01%
50
125
$12.7K 0.01%
263
3 4
5
6 7