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
$125M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$493K
3
+$271K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$175K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$153K

Top Sells

1
+$5.03M
2
+$3.58M
3
+$3.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.58M

Sector Composition

1 Technology 1.14%
2 Financials 0.96%
3 Consumer Discretionary 0.56%
4 Healthcare 0.42%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.5K 0.01%
50
-12
127
$12.6K 0.01%
158
128
$12K 0.01%
129
129
$11.5K 0.01%
165
130
$10.9K 0.01%
49
131
$10.6K 0.01%
59
-230
132
$9.98K 0.01%
72
133
$9.88K 0.01%
30
134
$9.76K 0.01%
49
135
$9.54K 0.01%
44
136
$9.01K 0.01%
37
137
$8.96K 0.01%
52
138
$8.33K 0.01%
81
139
$7.97K 0.01%
+263
140
$7.87K 0.01%
500
+450
141
$7.51K 0.01%
31
142
$7.26K 0.01%
164
143
$7.2K 0.01%
28
144
$6.41K 0.01%
35
145
$5.82K ﹤0.01%
7
146
$5.5K ﹤0.01%
148
147
$4.66K ﹤0.01%
21
148
$4.63K ﹤0.01%
155
-411
149
$4.43K ﹤0.01%
61
150
$4.38K ﹤0.01%
229
4 5
6
7 8