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
$42.1M
AUM Growth
+$603K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$544K
2
+$487K
3
+$464K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$239K
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$214K

Top Sells

1
+$490K
2
+$352K
3
+$302K
4
ECL icon
Ecolab
ECL
+$250K
5
AMZN icon
Amazon
AMZN
+$246K

Sector Composition

1 Technology 40.36%
2 Financials 1.92%
3 Industrials 1.23%
4 Healthcare 1.04%
5 Consumer Staples 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,802
52
– –
-10,464
53
– –
-2,431
1 2
3