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

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%
133
127
$13K 0.01%
+279
128
$12K 0.01%
396
+26
129
$11K 0.01%
129
130
$11K 0.01%
429
131
$7K 0.01%
120
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$6K ﹤0.01%
299
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$6K ﹤0.01%
27
134
$5K ﹤0.01%
33
135
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$5K ﹤0.01%
31
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$5K ﹤0.01%
49
138
$5K ﹤0.01%
39
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$5K ﹤0.01%
28
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34
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32
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$5K ﹤0.01%
145
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85
144
$5K ﹤0.01%
135
-424
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$5K ﹤0.01%
31
146
$4K ﹤0.01%
15
147
$4K ﹤0.01%
8
148
$4K ﹤0.01%
20
149
$4K ﹤0.01%
26
150
$4K ﹤0.01%
31