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
$153M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.43M
3
+$1.04M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$996K
5
VV icon
Vanguard Large-Cap ETF
VV
+$929K

Top Sells

1
+$4.09M
2
+$891K
3
+$808K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$742K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$355K

Sector Composition

1 Technology 0.83%
2 Financials 0.65%
3 Consumer Discretionary 0.51%
4 Healthcare 0.29%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.9K 0.01%
555
127
$12.8K 0.01%
194
128
$12K 0.01%
50
129
$11.8K 0.01%
129
130
$10.8K 0.01%
191
-5,401
131
$10.5K 0.01%
+30
132
$10.5K 0.01%
165
133
$10.3K 0.01%
158
134
$8.78K 0.01%
49
135
$8.56K 0.01%
37
-5
136
$8.35K 0.01%
49
137
$8.34K 0.01%
44
138
$8.3K 0.01%
28
139
$8.06K 0.01%
52
140
$7.61K 0.01%
31
141
$7.59K 0.01%
72
142
$6.92K ﹤0.01%
164
143
$6.82K ﹤0.01%
81
144
$6.64K ﹤0.01%
207
-203
145
$6.62K ﹤0.01%
61
146
$6.25K ﹤0.01%
44
147
$5.72K ﹤0.01%
+35
148
$5.68K ﹤0.01%
7
149
$5.58K ﹤0.01%
50
150
$5.51K ﹤0.01%
89
4 5
6
7 8