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
$141M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$643K
3
+$239K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$178K

Top Sells

1
+$239K
2
+$200K
3
+$155K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$125K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$122K

Sector Composition

1 Technology 1.32%
2 Financials 0.69%
3 Consumer Discretionary 0.66%
4 Communication Services 0.24%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.32K ﹤0.01%
+116
177
$4.22K ﹤0.01%
+9
178
$3.98K ﹤0.01%
+87
179
$3.74K ﹤0.01%
21
180
$3.68K ﹤0.01%
8
181
$3.65K ﹤0.01%
229
-70
182
$3.42K ﹤0.01%
+33
183
$3.31K ﹤0.01%
+36
184
$3.1K ﹤0.01%
7
185
$3.05K ﹤0.01%
34
186
$2.98K ﹤0.01%
442
187
$2.86K ﹤0.01%
+33
188
$2.76K ﹤0.01%
22
189
$2.71K ﹤0.01%
+16
190
$2.67K ﹤0.01%
+7
191
$2.51K ﹤0.01%
+14
192
$2.4K ﹤0.01%
36
+7
193
$2.29K ﹤0.01%
+21
194
$2.26K ﹤0.01%
+7
195
$2.19K ﹤0.01%
+26
196
$1.88K ﹤0.01%
100
197
$1.78K ﹤0.01%
24
-376
198
$1.77K ﹤0.01%
+47
199
$1.45K ﹤0.01%
+17
200
$1.44K ﹤0.01%
+5
5 6 7
8
9