HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
1-Year Return
7.93%
This Quarter Return
-5.43%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
-$13.7M
(-11%)
Cap. Flow
-$781K
Cap. Flow
% of AUM
-0.72%
Top 10 Holdings %
Top 10 Hldgs %
65.03%
Holding
166
New
–
Increased
22
Reduced
14
Closed
–
Top Buys
| 1 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$59.8K |
| 2 |
Vanguard Total Bond Market
BND
|
$58.8K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$50.8K |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$45.2K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$44.8K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$627K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$494K |
| 3 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$41.5K |
| 4 |
Vanguard Small-Cap ETF
VB
|
$26.1K |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$22.8K |
Sector Composition
| 1 | Technology | 0.56% |
| 2 | Financials | 0.54% |
| 3 | Utilities | 0.15% |
| 4 | Consumer Staples | 0.14% |
| 5 | Consumer Discretionary | 0.09% |
