HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.8K 0.01%
100
127
$15.7K 0.01%
72
128
$15.6K 0.01%
194
129
$15.1K 0.01%
158
130
$14.9K 0.01%
165
131
$14.3K 0.01%
555
132
$13.8K 0.01%
50
133
$12.4K 0.01%
50
134
$12.2K 0.01%
129
135
$11.8K 0.01%
81
136
$11.8K 0.01%
263
137
$11.2K 0.01%
49
138
$10.3K 0.01%
35
139
$10.2K 0.01%
49
140
$9.65K 0.01%
52
141
$9.62K 0.01%
44
142
$9.61K 0.01%
429
143
$8.97K 0.01%
30
144
$8.18K 0.01%
28
145
$7.34K 0.01%
7
146
$7.31K 0.01%
37
147
$7.13K 0.01%
31
148
$6.99K 0.01%
100
149
$6.99K 0.01%
164
150
$6.63K ﹤0.01%
229
4 5
6
7 8