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
$141M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$643K
3
+$239K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$178K

Top Sells

1
+$239K
2
+$200K
3
+$155K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$125K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$122K

Sector Composition

1 Technology 1.32%
2 Financials 0.69%
3 Consumer Discretionary 0.66%
4 Communication Services 0.24%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$24.3K 0.02%
421
-32
127
$24.1K 0.02%
+253
128
$23.8K 0.02%
+106
129
$23.7K 0.02%
1,069
130
$22.2K 0.02%
+100
131
$21.8K 0.02%
401
132
$21.7K 0.02%
+321
133
$21.7K 0.02%
384
134
$20.4K 0.01%
273
135
$17.9K 0.01%
+213
136
$16.2K 0.01%
+498
137
$15.5K 0.01%
+300
138
$15.2K 0.01%
62
139
$14.9K 0.01%
572
140
$14.3K 0.01%
429
141
$14.2K 0.01%
+125
142
$14.1K 0.01%
100
143
$13.8K 0.01%
279
144
$13.2K 0.01%
46
+40
145
$12.8K 0.01%
408
+11
146
$11.2K 0.01%
129
147
$11.1K 0.01%
73
-53
148
$11K 0.01%
194
149
$10.5K 0.01%
165
+45
150
$10.1K 0.01%
+166
4 5
6
7 8