HWM
Horizons Wealth Management Portfolio holdings
AUM
$138M
This Quarter Return
-11.32%
1 Year Return
+7.93%
3 Year Return
+19.88%
5 Year Return
–
10 Year Return
–
AUM
$122M
AUM Growth
–
Cap. Flow
+$122M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.63%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$11.9M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$11.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$10.3M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$9.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.62% |
| 2 | Financials | 0.55% |
| 3 | Utilities | 0.15% |
| 4 | Consumer Staples | 0.14% |
| 5 | Consumer Discretionary | 0.1% |
