HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.43%
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 +$294K
2 +$179K
3 +$124K
4
VV icon
Vanguard Large-Cap ETF
VV
+$114K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$91.5K

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
$207 ﹤0.01%
9
177
-33
178
-7