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
-$223K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.6M
3
+$1.07M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$649K
5
CMDY icon
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
+$577K

Top Sells

1
+$3.17M
2
+$2.25M
3
+$672K
4
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$302K
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$265K

Sector Composition

1 Technology 1.14%
2 Financials 1.03%
3 Consumer Discretionary 0.46%
4 Communication Services 0.4%
5 Materials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
129
127
$12K 0.01%
72
128
$11.6K 0.01%
50
129
$10.6K 0.01%
30
130
$9.89K 0.01%
49
131
$9.37K 0.01%
81
132
$9.35K 0.01%
44
133
$9.24K 0.01%
52
134
$9.19K 0.01%
49
135
$8.6K 0.01%
429
136
$8.49K 0.01%
37
137
$8.12K 0.01%
28
138
$7.69K 0.01%
35
139
$7.37K 0.01%
164
140
$7.18K 0.01%
7
141
$7.07K 0.01%
31
142
$5.67K ﹤0.01%
152
+4
143
$5.21K ﹤0.01%
229
144
$5.08K ﹤0.01%
21
145
$4.63K ﹤0.01%
25
-34
146
$4.62K ﹤0.01%
61
147
$4.36K ﹤0.01%
26
148
$4.11K ﹤0.01%
22
149
$4.1K ﹤0.01%
7
150
$4.01K ﹤0.01%
7
3 4 5
6
7