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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.6K 0.01%
62
127
$13.8K 0.01%
46
128
$13.6K 0.01%
100
129
$13.3K 0.01%
279
130
$12.6K 0.01%
+808
131
$12.4K 0.01%
410
+2
132
$12.2K 0.01%
194
133
$10.7K 0.01%
50
134
$10.1K 0.01%
129
135
$10K 0.01%
165
136
$9.37K 0.01%
158
-8
137
$9.18K 0.01%
42
138
$8.37K 0.01%
44
139
$7.79K 0.01%
49
-200
140
$7.75K 0.01%
52
141
$7.63K 0.01%
72
142
$7.47K 0.01%
49
143
$7.38K 0.01%
28
144
$6.31K ﹤0.01%
31
145
$6.05K ﹤0.01%
164
146
$5.83K ﹤0.01%
61
147
$5.83K ﹤0.01%
81
148
$5.09K ﹤0.01%
89
149
$5.03K ﹤0.01%
148
+13
150
$4.83K ﹤0.01%
9
4 5
6
7 8