HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
This Quarter Return
+7.85%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
+$153M
(+11%)
Cap. Flow
+$5.39M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
61.2%
Holding
193
New
6
Increased
46
Reduced
28
Closed
9
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Financials | 0.65% |
| 3 | Consumer Discretionary | 0.51% |
| 4 | Healthcare | 0.29% |
| 5 | Communication Services | 0.26% |
