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
$136M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$922K
2
+$791K
3
+$745K
4
VV icon
Vanguard Large-Cap ETF
VV
+$700K
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$544K

Top Sells

1
+$820K
2
+$170K
3
+$149K
4
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$147K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$78.1K

Sector Composition

1 Financials 0.64%
2 Technology 0.56%
3 Healthcare 0.11%
4 Consumer Discretionary 0.07%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.7K 0.01%
100
127
$13.6K 0.01%
279
128
$12.5K 0.01%
397
+1
129
$11.2K 0.01%
194
130
$11K 0.01%
129
131
$6.79K 0.01%
120
132
$6.05K ﹤0.01%
27
133
$5.77K ﹤0.01%
31
134
$5.76K ﹤0.01%
299
135
$5.48K ﹤0.01%
32
136
$5.38K ﹤0.01%
33
137
$5.13K ﹤0.01%
85
138
$4.94K ﹤0.01%
31
139
$4.8K ﹤0.01%
49
140
$4.78K ﹤0.01%
39
141
$4.72K ﹤0.01%
135
142
$4.66K ﹤0.01%
28
143
$4.63K ﹤0.01%
23
144
$4.63K ﹤0.01%
48
-96
145
$4.45K ﹤0.01%
31
146
$4.19K ﹤0.01%
15
147
$3.9K ﹤0.01%
42
148
$3.85K ﹤0.01%
21
-5
149
$3.78K ﹤0.01%
8
150
$3.42K ﹤0.01%
28
3 4 5
6
7