HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
This Quarter Return
+4.83%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$125M
(+15%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
9.12%
Top 10 Holdings %
Top 10 Hldgs %
61.85%
Holding
179
New
13
Increased
39
Reduced
22
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 0.73% |
| 2 | Technology | 0.53% |
| 3 | Healthcare | 0.14% |
| 4 | Utilities | 0.14% |
| 5 | Consumer Staples | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Chemours
CC
$2.31B
| – | – |
-40
| Closed | -$1K |
|
177
DuPont de Nemours
DD
$32.2B
| – | – |
-85
| Closed | -$4K |
|
178
Dow Inc
DOW
$17.5B
| – | – |
-85
| Closed | -$4K |
|
179
Amplify Mobile Payments ETF
IPAY
$278M
| – | – |
-300
| Closed | -$11K |
|