HWM

Highwater Wealth Management Portfolio holdings

AUM $22.6M
1-Year Est. Return 3.46%
This Quarter Est. Return
1 Year Est. Return
+3.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$65.2K
2
+$21.7K
3
+$17.8K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.45K

Top Sells

1
+$1.01M
2
+$953K
3
+$872K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$703K
5
NDSN icon
Nordson
NDSN
+$702K

Sector Composition

1 Technology 54.61%
2 Industrials 18.65%
3 Energy 4.82%
4 Consumer Staples 3.57%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-7,077
27
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29
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30
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31
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33
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34
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35
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36
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-3,990
37
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38
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39
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40
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41
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42
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-5,408
43
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-4,909
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