HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
This Quarter Return
+1.88%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+3.4%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
61.35%
Holding
215
New
46
Increased
62
Reduced
35
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$731K |
| 2 |
Home Depot
HD
|
$643K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$239K |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$222K |
| 5 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
$178K |
Top Sells
Sector Composition
| 1 | Technology | 1.32% |
| 2 | Financials | 0.69% |
| 3 | Consumer Discretionary | 0.66% |
| 4 | Communication Services | 0.24% |
| 5 | Healthcare | 0.23% |
