HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$62.3K
2
+$61.7K
3
+$56.5K
4
VV icon
Vanguard Large-Cap ETF
VV
+$49.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.8K

Top Sells

1
+$721K
2
+$575K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$28.9K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$24.1K

Sector Composition

1 Technology 0.56%
2 Financials 0.54%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K 0.01%
31
127
$6K 0.01%
27
128
$6K 0.01%
120
129
$5K ﹤0.01%
31
130
$5K ﹤0.01%
33
131
$5K ﹤0.01%
85
132
$5K ﹤0.01%
34
133
$5K ﹤0.01%
299
134
$4K ﹤0.01%
31
135
$4K ﹤0.01%
85
136
$4K ﹤0.01%
23
137
$4K ﹤0.01%
145
138
$4K ﹤0.01%
203
139
$4K ﹤0.01%
31
140
$4K ﹤0.01%
32
141
$4K ﹤0.01%
26
142
$4K ﹤0.01%
28
143
$4K ﹤0.01%
49
144
$3K ﹤0.01%
15
145
$3K ﹤0.01%
383
146
$3K ﹤0.01%
442
147
$3K ﹤0.01%
37
148
$3K ﹤0.01%
48
149
$3K ﹤0.01%
28
150
$3K ﹤0.01%
20
3 4 5
6
7