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
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$59.8K
2
+$58.8K
3
+$50.8K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.2K
5
VV icon
Vanguard Large-Cap ETF
VV
+$44.8K

Top Sells

1
+$627K
2
+$494K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.1K
5
HYLB icon
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%
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%
85
130
$5K ﹤0.01%
34
131
$5K ﹤0.01%
299
132
$5K ﹤0.01%
31
133
$5K ﹤0.01%
33
134
$4K ﹤0.01%
31
135
$4K ﹤0.01%
145
136
$4K ﹤0.01%
203
137
$4K ﹤0.01%
31
138
$4K ﹤0.01%
85
139
$4K ﹤0.01%
32
140
$4K ﹤0.01%
26
141
$4K ﹤0.01%
28
142
$4K ﹤0.01%
49
143
$4K ﹤0.01%
23
144
$3K ﹤0.01%
383
145
$3K ﹤0.01%
28
146
$3K ﹤0.01%
20
147
$3K ﹤0.01%
8
148
$3K ﹤0.01%
15
149
$3K ﹤0.01%
442
150
$3K ﹤0.01%
39
3 4 5
6
7