HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$576K
3
+$328K
4
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$243K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$213K

Top Sells

1
+$1.59M
2
+$459K
3
+$224K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$65.6K

Sector Composition

1 Technology 1.03%
2 Industrials 1.03%
3 Financials 0.94%
4 Communication Services 0.46%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$47.9K 0.03%
222
102
$46.5K 0.03%
832
103
$46.2K 0.03%
122
104
$45.4K 0.03%
299
105
$41.5K 0.03%
975
106
$39.4K 0.03%
125
-60
107
$39K 0.03%
853
108
$39K 0.03%
279
109
$38.5K 0.03%
1,322
-454
110
$38.2K 0.03%
270
111
$37.4K 0.03%
+1,429
112
$34.8K 0.02%
525
113
$34.5K 0.02%
100
114
$34.4K 0.02%
812
115
$33.8K 0.02%
46
116
$31.7K 0.02%
2,045
117
$30.5K 0.02%
+1,454
118
$28.9K 0.02%
344
-27
119
$28.7K 0.02%
283
120
$28K 0.02%
321
121
$27.1K 0.02%
94
-7
122
$25.1K 0.02%
777
123
$24.8K 0.02%
273
124
$23.8K 0.02%
102
125
$21.3K 0.01%
498
3 4
5
6 7