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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.83K ﹤0.01%
31
-335
152
$4.68K ﹤0.01%
44
153
$4.53K ﹤0.01%
7
154
$4.35K ﹤0.01%
85
155
$4.15K ﹤0.01%
50
156
$4.03K ﹤0.01%
61
157
$3.95K ﹤0.01%
33
158
$3.79K ﹤0.01%
26
-47
159
$3.6K ﹤0.01%
21
160
$3.44K ﹤0.01%
229
161
$3.27K ﹤0.01%
8
162
$3.15K ﹤0.01%
36
163
$2.99K ﹤0.01%
7
164
$2.93K ﹤0.01%
22
165
$2.88K ﹤0.01%
43
166
$2.68K ﹤0.01%
442
167
$2.65K ﹤0.01%
34
168
$2.61K ﹤0.01%
7
169
$2.31K ﹤0.01%
16
170
$2.27K ﹤0.01%
7
171
$2.2K ﹤0.01%
13
-38
172
$2.03K ﹤0.01%
21
173
$1.7K ﹤0.01%
29
-7
174
$1.39K ﹤0.01%
17
175
$1.37K ﹤0.01%
100
5 6
7
8 9