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
$125M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$2.08M
3 +$1.95M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.26M
5
VV icon
Vanguard Large-Cap ETF
VV
+$936K

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 Change
in Stake
Capital Flow
176
-40
177
$0 ﹤0.01%
5
178
$0 ﹤0.01%
5
179
-700