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
$138M
AUM Growth
+$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$312K
2 +$190K
3 +$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1 +$260K
2 +$104K
3 +$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$94.2K

Sector Composition

1 Financials 0.98%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Industrials 0.37%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SIRI icon
176
SiriusXM
SIRI
$7.2B
$207 ﹤0.01%
9
GS icon
177
Goldman Sachs
GS
$232B
-7
COP icon
178
ConocoPhillips
COP
$108B
-33