HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
This Quarter Return
-2.43%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$129M
(-0.17%)
Cap. Flow
+$3.62M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
58.44%
Holding
175
New
3
Increased
39
Reduced
33
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 1.14% |
| 2 | Financials | 1.03% |
| 3 | Consumer Discretionary | 0.46% |
| 4 | Communication Services | 0.4% |
| 5 | Materials | 0.36% |
