HWM
Horizons Wealth Management Portfolio holdings
AUM
$150M
1-Year Est. Return
9.43%
This Fund
S&P 500
1 Year Est. Return
+9.43%
AUM
$150M
AUM Growth
-$23.9K
(-0.02%)
Holding
168
Top Buys
| 1 | +$221K | |
| 2 | +$201K | |
| 3 | +$191K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$168K |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$162K |
Top Sells
| 1 | +$388K | |
| 2 | +$233K | |
| 3 | +$186K | |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$165K |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$140K |
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Financials | 0.72% |
| 3 | Industrials | 0.57% |
| 4 | Communication Services | 0.49% |
| 5 | Consumer Discretionary | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
McDonald's
MCD
$222B
| $4.04K | ﹤0.01% |
13
|
|
||
152
Texas Instruments
TXN
$209B
| $3.5K | ﹤0.01% |
18
|
|
||
153
Linde
LIN
$229B
| $3.47K | ﹤0.01% |
7
|
|
||
154
Check Point Software Technologies
CHKP
$14.3B
| $3.14K | ﹤0.01% |
22
|
|
||
155
Blackrock
BLK
$165B
| $2.88K | ﹤0.01% |
3
|
|
||
156
Sysco
SYY
$36.3B
| $2.64K | ﹤0.01% |
37
|
|
||
157
Carnival Corp
CCL
$41.2B
| $2.59K | ﹤0.01% |
100
|
|
||
158
Danaher
DHR
$139B
| $2.46K | ﹤0.01% |
13
|
|
||
159
Walt Disney
DIS
$188B
| $2.41K | ﹤0.01% |
25
|
|
||
|
AKRE
160
Akre Focus ETF
AKRE
$6.9B
| $2.11K | ﹤0.01% |
+40
|
|
||
161
Warner Bros
WBD
$69B
| $1.95K | ﹤0.01% |
71
|
|
||
162
Brighthouse Financial
BHF
$3.59B
| $1.44K | ﹤0.01% |
24
|
|
||
163
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
| $1.03K | ﹤0.01% |
13
|
|
||
164
Strive US Energy ETF
DRLL
$281M
| $750 | ﹤0.01% |
19
|
|
||
165
Organon & Co
OGN
$2.53B
| $252 | ﹤0.01% |
42
|
|
||
166
STAG Industrial
STAG
$7.62B
| $216 | ﹤0.01% |
6
|
|
||
167
Vanguard Health Care ETF
VHT
$16.6B
| – | – |
-50
|
|
||
168
SPDR Gold Trust
GLD
$165B
| – | – |
-11
|
|