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
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$596K
2
+$493K
3
+$271K
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$175K
5
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$153K

Top Sells

1
+$5.03M
2
+$3.58M
3
+$3.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.58M

Sector Composition

1 Technology 1.14%
2 Financials 0.96%
3 Consumer Discretionary 0.56%
4 Healthcare 0.42%
5 Communication Services 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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