HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
This Quarter Return
-3.51%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
+$137M
(-2.7%)
Cap. Flow
+$1.2M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
60.66%
Holding
215
New
2
Increased
39
Reduced
42
Closed
30
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Financials | 0.7% |
| 3 | Consumer Discretionary | 0.49% |
| 4 | Communication Services | 0.27% |
| 5 | Healthcare | 0.17% |
