HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
1-Year Return
7.93%
This Quarter Return
+0.14%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$3.42M
(+2.7%)
Cap. Flow
+$3.54M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
58%
Holding
177
New
9
Increased
31
Reduced
25
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$63.2K |
| 2 |
Invesco QQQ Trust
QQQ
|
$48.8K |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$29K |
| 4 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
$22.2K |
| 5 |
Apple
AAPL
|
$20.4K |
Sector Composition
| 1 | Financials | 1.1% |
| 2 | Technology | 0.95% |
| 3 | Consumer Discretionary | 0.41% |
| 4 | Healthcare | 0.35% |
| 5 | Materials | 0.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
STAG Industrial
STAG
$6.83B
| $217 | ﹤0.01% |
6
| – | – |
|
177
SiriusXM
SIRI
$8.3B
| $203 | ﹤0.01% |
9
| – | – |
|