HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
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
+$3.03M
2
+$2.06M
3
+$1.93M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M
5
VV icon
Vanguard Large-Cap ETF
VV
+$942K

Top Sells

1
+$3.29M
2
+$1.67M
3
+$675K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$636K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$410K

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
$0 ﹤0.01%
+6
177
– –
-18,650
178
– –
-155,463
179
– –
-400
4 5 6 7
8