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
$146M
AUM Growth
+$7.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

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
ORCL icon
126
Oracle
ORCL
$549B
$20.2K 0.01%
72
ETN icon
127
Eaton
ETN
$134B
$18.7K 0.01%
50
IVW icon
128
iShares S&P 500 Growth ETF
IVW
$66.9B
$17.9K 0.01%
148
ORLY icon
129
O'Reilly Automotive
ORLY
$79.9B
$17.8K 0.01%
165
IWN icon
130
iShares Russell 2000 Value ETF
IWN
$13B
$17.7K 0.01%
100
SPYG icon
131
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$16.5K 0.01%
158
AVGO icon
132
Broadcom
AVGO
$1.67T
$16.5K 0.01%
50
MET icon
133
MetLife
MET
$50.6B
$16K 0.01%
194
COMT icon
134
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$655M
$14.9K 0.01%
555
INTC icon
135
Intel
INTC
$224B
$14.4K 0.01%
429
RTX icon
136
RTX Corp
RTX
$271B
$13.6K 0.01%
81
VHT icon
137
Vanguard Health Care ETF
VHT
$17.4B
$13K 0.01%
50
IYR icon
138
iShares US Real Estate ETF
IYR
$4.45B
$12.5K 0.01%
129
ABBV icon
139
AbbVie
ABBV
$379B
$12K 0.01%
52
YUMC icon
140
Yum China
YUMC
$16.8B
$11.3K 0.01%
263
WM icon
141
Waste Management
WM
$89.1B
$10.8K 0.01%
49
IBM icon
142
IBM
IBM
$286B
$9.88K 0.01%
35
SPSM icon
143
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.1B
$7.6K 0.01%
164
ACN icon
144
Accenture
ACN
$176B
$7.4K 0.01%
30
PHO icon
145
Invesco Water Resources ETF
PHO
$2.21B
$7.21K ﹤0.01%
100
T icon
146
AT&T
T
$167B
$6.47K ﹤0.01%
229
AOK icon
147
iShares Core Conservative Allocation ETF
AOK
$747M
$6.1K ﹤0.01%
152
IWD icon
148
iShares Russell 1000 Value ETF
IWD
$71.6B
$5.09K ﹤0.01%
25
GLD icon
149
SPDR Gold Trust
GLD
$157B
$4.98K ﹤0.01%
14
-2
CHKP icon
150
Check Point Software Technologies
CHKP
$19.9B
$4.55K ﹤0.01%
22