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
$129M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$134K
3
+$97.6K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$47.1K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$32.7K

Top Sells

1
+$394K
2
+$294K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 1.09%
2 Financials 0.98%
3 Consumer Discretionary 0.51%
4 Healthcare 0.41%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.1K 0.01%
158
127
$12.7K 0.01%
165
128
$12.3K 0.01%
72
129
$11.8K 0.01%
263
130
$11.2K 0.01%
59
131
$10.6K 0.01%
30
132
$10.3K 0.01%
37
133
$10.3K 0.01%
52
134
$10.2K 0.01%
49
135
$10.1K 0.01%
49
136
$10.1K 0.01%
429
137
$9.82K 0.01%
44
138
$9.81K 0.01%
81
139
$8.63K 0.01%
50
-450
140
$8.53K 0.01%
28
141
$7.74K 0.01%
35
142
$7.64K 0.01%
31
143
$7.46K 0.01%
164
144
$6.65K 0.01%
7
145
$5.72K ﹤0.01%
148
146
$5.39K ﹤0.01%
61
147
$5.1K ﹤0.01%
21
148
$5.04K ﹤0.01%
229
149
$4.68K ﹤0.01%
8
150
$4.5K ﹤0.01%
26
3 4 5
6
7