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
$137M
AUM Growth
-$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.25M
3
+$473K
4
IBTG icon
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
+$457K
5
BSMO
Invesco BulletShares 2024 Municipal Bond ETF
BSMO
+$300K

Top Sells

1
+$2.31M
2
+$1.13M
3
+$777K
4
ABB
ABB Ltd
ABB
+$302K
5
VV icon
Vanguard Large-Cap ETF
VV
+$245K

Sector Composition

1 Technology 0.87%
2 Financials 0.7%
3 Consumer Discretionary 0.49%
4 Communication Services 0.27%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-7,705
5 6 7 8
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