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
$132M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$311K
2
+$308K
3
+$285K
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$251K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$250K

Top Sells

1
+$63.2K
2
+$48.8K
3
+$29K
4
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$22.2K
5
AAPL icon
Apple
AAPL
+$20.4K

Sector Composition

1 Financials 1.1%
2 Technology 0.95%
3 Consumer Discretionary 0.41%
4 Healthcare 0.35%
5 Materials 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 9.73%
50,837
-67
2
$10.7M 8%
211,454
+2,842
3
$10.1M 7.48%
111,043
+3,397
4
$9.51M 7.08%
36,759
+967
5
$8.59M 6.39%
38,737
+164
6
$6.15M 4.57%
55,317
+1,644
7
$5.64M 4.19%
76,724
+2,106
8
$5.28M 3.93%
108,104
+4,013
9
$3.92M 2.92%
211,683
+13,550
10
$3.83M 2.85%
188,037
+15,292
11
$3.71M 2.76%
190,310
+9,189
12
$3.61M 2.68%
184,089
+10,706
13
$3.58M 2.67%
216,006
+17,152
14
$3.56M 2.65%
68,513
+3,508
15
$3.51M 2.61%
169,872
-476
16
$2.57M 1.91%
110,821
+2,101
17
$2.38M 1.77%
33,832
-168
18
$2.33M 1.74%
101,203
-749
19
$1.98M 1.47%
24,229
-18
20
$1.62M 1.2%
38,664
+1,353
21
$1.27M 0.95%
12,843
+338
22
$1.23M 0.92%
75,418
+1,835
23
$1.18M 0.88%
23,594
+94
24
$1.07M 0.8%
46,599
-235
25
$1.06M 0.79%
39,541
+206
1
2 3 4 5