HWM
Horizons Wealth Management Portfolio holdings
AUM
$146M
1-Year Est. Return
6.3%
1 Year Est. Return
+6.3%
AUM
$146M
AUM Growth
+$7.5M
(+5.4%)
Holding
179
Top Buys
| 1 | +$1.61M | |
| 2 | +$736K | |
| 3 | +$337K | |
| 4 |
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
|
+$245K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$215K |
Top Sells
| 1 | +$1.59M | |
| 2 | +$459K | |
| 3 | +$233K | |
| 4 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$144K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$67.4K |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Industrials | 1.03% |
| 3 | Financials | 0.94% |
| 4 | Communication Services | 0.46% |
| 5 | Consumer Discretionary | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Procter & Gamble
PG
$341B
| – | – |
-16
|
|
||
177
SPDR S&P 500 ETF Trust
SPY
$698B
| – | – |
-7
|
|
||
178
Union Pacific
UNP
$138B
| – | – |
-31
|
|
||
179
Veralto
VLTO
$25.3B
| – | – |
-8
|
|