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
$129M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$134K
3
+$97.6K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$47.1K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$32.7K

Top Sells

1
+$394K
2
+$294K
3
+$234K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$160K

Sector Composition

1 Technology 1.09%
2 Financials 0.98%
3 Consumer Discretionary 0.51%
4 Healthcare 0.41%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.47K ﹤0.01%
155
152
$4.24K ﹤0.01%
22
153
$4.02K ﹤0.01%
7
154
$3.89K ﹤0.01%
36
155
$3.47K ﹤0.01%
33
156
$3.47K ﹤0.01%
7
157
$3.36K ﹤0.01%
442
158
$3.34K ﹤0.01%
7
159
$2.89K ﹤0.01%
37
160
$2.73K ﹤0.01%
34
161
$2.39K ﹤0.01%
21
162
$1.85K ﹤0.01%
100
163
$1.77K ﹤0.01%
17
164
$1.34K ﹤0.01%
12
165
$1.08K ﹤0.01%
24
166
$1.04K ﹤0.01%
13
167
$803 ﹤0.01%
42
168
$586 ﹤0.01%
71
169
$534 ﹤0.01%
19
170
$235 ﹤0.01%
6
171
$213 ﹤0.01%
9
-1
172
$96 ﹤0.01%
5
173
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-10,673
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