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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42K 0.03%
100
102
$41.8K 0.03%
77
103
$41.6K 0.03%
975
104
$40.6K 0.03%
832
105
$39.2K 0.03%
1,858
106
$38.8K 0.03%
122
107
$37.6K 0.03%
525
108
$36.2K 0.03%
403
109
$35.1K 0.03%
279
110
$35.1K 0.03%
853
111
$33.6K 0.03%
270
112
$33.2K 0.02%
101
113
$26.5K 0.02%
46
114
$26.3K 0.02%
273
115
$25.5K 0.02%
777
116
$25.2K 0.02%
812
117
$24.3K 0.02%
321
118
$23.5K 0.02%
1,054
119
$23.4K 0.02%
2,045
120
$21.5K 0.02%
303
121
$19K 0.01%
+102
122
$18.1K 0.01%
498
123
$15.8K 0.01%
165
124
$15.6K 0.01%
194
125
$15.1K 0.01%
100
3 4
5
6 7