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
$125M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.08M
3
+$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.26M
5
VV icon
Vanguard Large-Cap ETF
VV
+$936K

Top Sells

1
+$3.29M
2
+$1.67M
3
+$677K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$637K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$410K

Sector Composition

1 Financials 0.73%
2 Technology 0.53%
3 Healthcare 0.14%
4 Utilities 0.14%
5 Consumer Staples 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
+279
127
$13K 0.01%
133
128
$12K 0.01%
396
+26
129
$11K 0.01%
429
130
$11K 0.01%
129
131
$7K 0.01%
120
132
$6K ﹤0.01%
27
133
$6K ﹤0.01%
299
134
$5K ﹤0.01%
31
135
$5K ﹤0.01%
135
-424
136
$5K ﹤0.01%
85
137
$5K ﹤0.01%
145
138
$5K ﹤0.01%
32
139
$5K ﹤0.01%
34
140
$5K ﹤0.01%
28
141
$5K ﹤0.01%
39
142
$5K ﹤0.01%
49
143
$5K ﹤0.01%
31
144
$5K ﹤0.01%
23
145
$5K ﹤0.01%
33
146
$4K ﹤0.01%
31
147
$4K ﹤0.01%
26
148
$4K ﹤0.01%
20
149
$4K ﹤0.01%
8
150
$4K ﹤0.01%
15
4 5
6
7 8