HWM
Highwater Wealth Management Portfolio holdings
AUM
$22.6M
1-Year Est. Return
3.46%
1 Year Est. Return
+3.46%
AUM
$22.1M
AUM Growth
-$2.01M
(-8.4%)
Holding
32
Top Buys
| 1 | +$292K | |
| 2 | +$206K | |
| 3 | +$204K | |
| 4 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
+$46.3K |
| 5 |
JPMorgan Chase
JPM
|
+$16.1K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$276K | |
| 3 | +$100K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$79.6K |
| 5 |
Mastercard
MA
|
+$41.1K |
Sector Composition
| 1 | Industrials | 24.51% |
| 2 | Energy | 6.98% |
| 3 | Technology | 4.09% |
| 4 | Financials | 3.47% |
| 5 | Consumer Staples | 1.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Emerson Electric
EMR
$74B
| $246K | 1.11% |
3,681
|
|
||
27
Apple
AAPL
$3.99T
| $239K | 1.08% |
4,836
-5,592
|
|
||
28
WisdomTree True Developed International Fund
DOL
$673M
| $235K | 1.06% |
4,995
-380
|
|
||
29
Invesco Large Cap Growth ETF
PWB
$1.34B
| $224K | 1.01% |
4,626
|
|
||
30
Ecolab
ECL
$71.7B
| $206K | 0.93% |
+1,044
|
|
||
31
Berkshire Hathaway Class B
BRK.B
$1.06T
| $204K | 0.92% |
+957
|
|
||
|
GUT
32
Gabelli Utility Trust
GUT
$538M
| $78K | 0.35% |
11,388
|
|