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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$14.7K 0.01%
555
127
$13.8K 0.01%
+148
128
$13.7K 0.01%
263
129
$13.6K 0.01%
50
130
$13.2K 0.01%
50
131
$12.7K 0.01%
158
132
$12.4K 0.01%
129
133
$11.3K 0.01%
49
134
$10.9K 0.01%
52
135
$10.7K 0.01%
44
136
$10.7K 0.01%
81
137
$10.1K 0.01%
72
138
$9.74K 0.01%
429
139
$9.36K 0.01%
30
140
$8.8K 0.01%
49
141
$8.75K 0.01%
28
142
$8.7K 0.01%
35
143
$8.37K 0.01%
50
144
$7.58K 0.01%
37
145
$7.32K 0.01%
31
146
$6.68K 0.01%
164
147
$6.63K ﹤0.01%
7
148
$6.48K ﹤0.01%
229
149
$6.45K ﹤0.01%
100
-284
150
$6.05K ﹤0.01%
21
4 5
6
7 8