HWM

Horizons Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 9.27%
This Quarter Est. Return
1 Year Est. Return
+9.27%
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
+$312K
2
+$190K
3
+$125K
4
VV icon
Vanguard Large-Cap ETF
VV
+$124K
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$95.1K

Top Sells

1
+$260K
2
+$104K
3
+$98.5K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$94.7K
5
HYLB icon
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
1
$14.6M 10.43%
51,271
+434
2
$12M 8.55%
210,393
-1,061
3
$10.5M 7.47%
37,439
+680
4
$9.98M 7.12%
112,080
+1,037
5
$9.49M 6.77%
40,053
+1,316
6
$5.99M 4.27%
54,456
-861
7
$5.71M 4.07%
77,590
+866
8
$5.43M 3.87%
109,726
+1,622
9
$3.96M 2.82%
211,584
-99
10
$3.83M 2.73%
186,867
-1,170
11
$3.77M 2.68%
192,909
+2,599
12
$3.66M 2.61%
186,355
+2,266
13
$3.64M 2.6%
217,042
+1,036
14
$3.46M 2.47%
68,640
+127
15
$3.25M 2.32%
157,295
-12,577
16
$2.63M 1.88%
112,815
+1,994
17
$2.4M 1.71%
34,578
+746
18
$2.31M 1.65%
100,318
-885
19
$2.12M 1.51%
23,756
-473
20
$1.64M 1.17%
39,697
+1,033
21
$1.32M 0.94%
80,143
+4,725
22
$1.3M 0.93%
13,130
+287
23
$1.16M 0.83%
22,795
-799
24
$1.07M 0.76%
46,552
-47
25
$1.06M 0.76%
39,884
+343
1
2 3 4 5