HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$45.4K 0.03%
222
102
$44.3K 0.03%
299
103
$42.8K 0.03%
122
104
$42.4K 0.03%
832
105
$42.1K 0.03%
975
106
$40K 0.03%
1,858
107
$37.1K 0.03%
525
108
$36.9K 0.03%
279
109
$36.7K 0.03%
853
110
$35.9K 0.03%
270
111
$34.6K 0.02%
1,549
+495
112
$34K 0.02%
46
113
$33.4K 0.02%
101
114
$31.2K 0.02%
100
115
$29.4K 0.02%
371
-32
116
$26.8K 0.02%
2,045
117
$26.8K 0.02%
321
118
$26.6K 0.02%
812
119
$24.9K 0.02%
273
120
$24.8K 0.02%
777
121
$24.1K 0.02%
283
-20
122
$21.3K 0.02%
102
123
$20.2K 0.01%
498
124
$17.9K 0.01%
50
125
$16.3K 0.01%
148
3 4
5
6 7