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
$153M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$1.43M
3
+$1.04M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$996K
5
VV icon
Vanguard Large-Cap ETF
VV
+$929K

Top Sells

1
+$4.09M
2
+$891K
3
+$808K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$742K
5
IBTD
iShares iBonds Dec 2023 Term Treasury ETF
IBTD
+$355K

Sector Composition

1 Technology 0.83%
2 Financials 0.65%
3 Consumer Discretionary 0.51%
4 Healthcare 0.29%
5 Communication Services 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.35K ﹤0.01%
148
152
$4.86K ﹤0.01%
31
153
$4.46K ﹤0.01%
61
154
$4.01K ﹤0.01%
21
155
$3.84K ﹤0.01%
229
156
$3.83K ﹤0.01%
33
157
$3.81K ﹤0.01%
26
158
$3.63K ﹤0.01%
8
159
$3.57K ﹤0.01%
36
160
$3.36K ﹤0.01%
22
161
$3.33K ﹤0.01%
7
162
$3.15K ﹤0.01%
442
163
$3.07K ﹤0.01%
34
164
$2.88K ﹤0.01%
7
165
$2.71K ﹤0.01%
43
166
$2.7K ﹤0.01%
7
167
$2.31K ﹤0.01%
21
168
$2.22K ﹤0.01%
16
169
$2.21K ﹤0.01%
13
170
$1.85K ﹤0.01%
100
171
$1.78K ﹤0.01%
29
172
$1.58K ﹤0.01%
17
173
$1.44K ﹤0.01%
5
174
$1.27K ﹤0.01%
24
175
$1.01K ﹤0.01%
13
4 5 6
7
8