HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.94K ﹤0.01%
152
152
$4.88K ﹤0.01%
16
-5
153
$4.87K ﹤0.01%
22
154
$4.86K ﹤0.01%
25
155
$4.33K ﹤0.01%
7
156
$3.75K ﹤0.01%
76
157
$3.71K ﹤0.01%
8
158
$3.64K ﹤0.01%
36
159
$3.28K ﹤0.01%
7
160
$3.1K ﹤0.01%
25
161
$2.91K ﹤0.01%
442
162
$2.86K ﹤0.01%
21
163
$2.81K ﹤0.01%
100
164
$2.8K ﹤0.01%
37
165
$2.77K ﹤0.01%
39
-22
166
$2.55K ﹤0.01%
16
-10
167
$2.4K ﹤0.01%
17
168
$2.39K ﹤0.01%
34
169
$1.29K ﹤0.01%
24
170
$1.05K ﹤0.01%
13
171
$814 ﹤0.01%
71
172
$808 ﹤0.01%
8
-4
173
$516 ﹤0.01%
19
174
$407 ﹤0.01%
42
175
$218 ﹤0.01%
6
4 5 6
7
8