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
$136M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.64%
2 Technology 0.56%
3 Healthcare 0.11%
4 Consumer Discretionary 0.07%
5 Utilities 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$3.24K ﹤0.01%
48
152
$3.1K ﹤0.01%
20
153
$3.06K ﹤0.01%
442
154
$2.87K ﹤0.01%
7
155
$2.86K ﹤0.01%
22
156
$2.86K ﹤0.01%
37
157
$2.85K ﹤0.01%
34
158
$2.68K ﹤0.01%
4
159
$2.2K ﹤0.01%
29
160
$1.27K ﹤0.01%
6
161
$1.07K ﹤0.01%
71
162
$1.06K ﹤0.01%
24
163
$1.01K ﹤0.01%
100
-283
164
$988 ﹤0.01%
42
165
$622 ﹤0.01%
5
166
$528 ﹤0.01%
19
167
$377 ﹤0.01%
10
168
$203 ﹤0.01%
6
169
$88 ﹤0.01%
5
170
-208
171
-116
172
-133
173
-145