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
$122M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$11.2M
3 +$11M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.3M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.62%
2 Financials 0.55%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$6K ﹤0.01%
+33
127
$6K ﹤0.01%
+23
128
$6K ﹤0.01%
+31
129
$6K ﹤0.01%
+299
130
$6K ﹤0.01%
+120
131
$6K ﹤0.01%
+31
132
$6K ﹤0.01%
+700
133
$5K ﹤0.01%
+49
134
$5K ﹤0.01%
+39
135
$5K ﹤0.01%
+28
136
$5K ﹤0.01%
+34
137
$5K ﹤0.01%
+32
138
$5K ﹤0.01%
+85
139
$5K ﹤0.01%
+31
140
$5K ﹤0.01%
+85
141
$5K ﹤0.01%
+145
142
$5K ﹤0.01%
+85
143
$4K ﹤0.01%
+48
144
$4K ﹤0.01%
+15
145
$4K ﹤0.01%
+8
146
$4K ﹤0.01%
+26
147
$4K ﹤0.01%
+383
148
$4K ﹤0.01%
+31
149
$3K ﹤0.01%
+37
150
$3K ﹤0.01%
+7