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
$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
VIG icon
101
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$45.4K 0.03%
222
YUM icon
102
Yum! Brands
YUM
$40.3B
$44.3K 0.03%
299
IWV icon
103
iShares Russell 3000 ETF
IWV
$17.1B
$42.8K 0.03%
122
EES icon
104
WisdomTree US SmallCap Earnings Fund
EES
$614M
$42.4K 0.03%
832
NNN icon
105
NNN REIT
NNN
$8.07B
$42.1K 0.03%
975
BSJT icon
106
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$338M
$40K 0.03%
1,858
KO icon
107
Coca-Cola
KO
$295B
$37.1K 0.03%
525
IWS icon
108
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$36.9K 0.03%
279
TFC icon
109
Truist Financial
TFC
$54.9B
$36.7K 0.03%
853
IJT icon
110
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$35.9K 0.03%
270
IBTI icon
111
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.12B
$34.6K 0.02%
1,549
+495
META icon
112
Meta Platforms (Facebook)
META
$1.8T
$34K 0.02%
46
CI icon
113
Cigna
CI
$79.9B
$33.4K 0.02%
101
UNH icon
114
UnitedHealth
UNH
$323B
$31.2K 0.02%
100
MRK icon
115
Merck
MRK
$212B
$29.4K 0.02%
371
-32
ICLN icon
116
iShares Global Clean Energy ETF
ICLN
$1.79B
$26.8K 0.02%
2,045
IEFA icon
117
iShares Core MSCI EAFE ETF
IEFA
$157B
$26.8K 0.02%
321
SLV icon
118
iShares Silver Trust
SLV
$25.3B
$26.6K 0.02%
812
ACGL icon
119
Arch Capital
ACGL
$32.3B
$24.9K 0.02%
273
SCHQ icon
120
Schwab Long-Term US Treasury ETF
SCHQ
$836M
$24.8K 0.02%
777
C icon
121
Citigroup
C
$174B
$24.1K 0.02%
283
-20
VTWG icon
122
Vanguard Russell 2000 Growth ETF
VTWG
$1.12B
$21.3K 0.02%
102
SPDW icon
123
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$20.2K 0.01%
498
ETN icon
124
Eaton
ETN
$145B
$17.9K 0.01%
50
IVW icon
125
iShares S&P 500 Growth ETF
IVW
$65.8B
$16.3K 0.01%
148