HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$576K
3
+$328K
4
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$243K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$213K

Top Sells

1
+$1.59M
2
+$459K
3
+$224K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$65.6K

Sector Composition

1 Technology 1.03%
2 Industrials 1.03%
3 Financials 0.94%
4 Communication Services 0.46%
5 Consumer Discretionary 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.2K 0.01%
72
127
$18.7K 0.01%
50
128
$17.9K 0.01%
148
129
$17.8K 0.01%
165
130
$17.7K 0.01%
100
131
$16.5K 0.01%
158
132
$16.5K 0.01%
50
133
$16K 0.01%
194
134
$14.9K 0.01%
555
135
$14.4K 0.01%
429
136
$13.6K 0.01%
81
137
$13K 0.01%
50
138
$12.5K 0.01%
129
139
$12K 0.01%
52
140
$11.3K 0.01%
263
141
$10.8K 0.01%
49
142
$9.88K 0.01%
35
143
$7.6K 0.01%
164
144
$7.4K 0.01%
30
145
$7.21K ﹤0.01%
100
146
$6.47K ﹤0.01%
229
147
$6.1K ﹤0.01%
152
148
$5.09K ﹤0.01%
25
149
$4.98K ﹤0.01%
14
-2
150
$4.55K ﹤0.01%
22
4 5
6
7 8