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
$109M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$59.8K
2
+$58.8K
3
+$50.8K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$45.2K
5
VV icon
Vanguard Large-Cap ETF
VV
+$44.8K

Top Sells

1
+$627K
2
+$494K
3
+$41.5K
4
VB icon
Vanguard Small-Cap ETF
VB
+$26.1K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$22.8K

Sector Composition

1 Technology 0.56%
2 Financials 0.54%
3 Utilities 0.15%
4 Consumer Staples 0.14%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
42
152
$3K ﹤0.01%
7
153
$3K ﹤0.01%
37
154
$3K ﹤0.01%
48
155
$2K ﹤0.01%
4
156
$2K ﹤0.01%
22
157
$2K ﹤0.01%
34
158
$2K ﹤0.01%
29
159
$1K ﹤0.01%
5
160
$1K ﹤0.01%
24
161
$1K ﹤0.01%
40
162
$1K ﹤0.01%
6
163
$1K ﹤0.01%
45
164
$1K ﹤0.01%
10
165
$1K ﹤0.01%
71
166
$0 ﹤0.01%
5
3 4 5 6
7