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
$21.4M
AUM Growth
-$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$883K
3
+$756K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$618K
5
MBB icon
iShares MBS ETF
MBB
+$447K

Top Sells

1
+$26.9M
2
+$36.6K
3
+$3.21K

Sector Composition

1 Industrials 25.83%
2 Energy 6.79%
3 Consumer Staples 6.15%
4 Technology 3.88%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$220K 1.03%
+3,681
27
$220K 1.03%
+4,238
28
$218K 1.02%
+2,900
29
$214K 1%
+860
30
$66K 0.31%
11,388
1
2