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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.72K ﹤0.01%
152
152
$5.01K ﹤0.01%
22
153
$4.7K ﹤0.01%
25
154
$4.43K ﹤0.01%
26
155
$3.92K ﹤0.01%
7
156
$3.87K ﹤0.01%
61
157
$3.82K ﹤0.01%
7
158
$3.57K ﹤0.01%
8
159
$3.47K ﹤0.01%
36
160
$3.47K ﹤0.01%
33
161
$3.32K ﹤0.01%
+76
162
$3.26K ﹤0.01%
7
163
$3.1K ﹤0.01%
442
164
$2.79K ﹤0.01%
21
165
$2.78K ﹤0.01%
37
166
$2.47K ﹤0.01%
+25
167
$1.98K ﹤0.01%
17
168
$1.95K ﹤0.01%
100
169
$1.65K ﹤0.01%
34
170
$1.39K ﹤0.01%
24
171
$1.17K ﹤0.01%
12
172
$1.03K ﹤0.01%
13
173
$762 ﹤0.01%
71
174
$625 ﹤0.01%
42
175
$564 ﹤0.01%
19
4 5 6
7
8