HWM
Horizons Wealth Management Portfolio holdings
AUM
$146M
1-Year Est. Return
6.3%
1 Year Est. Return
+6.3%
AUM
$138M
AUM Growth
+$5.85M
(+4.4%)
Holding
178
Top Buys
| 1 | +$312K | |
| 2 | +$190K | |
| 3 | +$125K | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$124K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$95.1K |
Top Sells
| 1 | +$260K | |
| 2 | +$104K | |
| 3 | +$98.5K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$94.7K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
SiriusXM
SIRI
$7.2B
| $207 | ﹤0.01% |
9
|
|
||
177
Goldman Sachs
GS
$232B
| – | – |
-7
|
|
||
178
ConocoPhillips
COP
$108B
| – | – |
-33
|
|