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
$141M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$643K
3
+$239K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$178K

Top Sells

1
+$239K
2
+$200K
3
+$155K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$125K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$122K

Sector Composition

1 Technology 1.32%
2 Financials 0.69%
3 Consumer Discretionary 0.66%
4 Communication Services 0.24%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10.1K 0.01%
50
+18
152
$9.45K 0.01%
+51
153
$9.21K 0.01%
+114
154
$8.88K 0.01%
42
+15
155
$8.57K 0.01%
72
+30
156
$8.5K 0.01%
49
+16
157
$8.36K 0.01%
28
+13
158
$8.28K 0.01%
44
+16
159
$7.93K 0.01%
81
+32
160
$7.72K 0.01%
+215
161
$7.48K 0.01%
+54
162
$7.01K 0.01%
52
+21
163
$6.91K ﹤0.01%
77
+29
164
$6.73K ﹤0.01%
61
+22
165
$6.37K ﹤0.01%
+164
166
$6.34K ﹤0.01%
31
+8
167
$6.31K ﹤0.01%
44
+13
168
$5.57K ﹤0.01%
+35
169
$5.53K ﹤0.01%
89
+41
170
$4.87K ﹤0.01%
85
171
$4.84K ﹤0.01%
7
+3
172
$4.76K ﹤0.01%
135
173
$4.53K ﹤0.01%
61
+24
174
$4.49K ﹤0.01%
43
+15
175
$4.34K ﹤0.01%
+50
5 6
7
8 9