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
$1.8M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$547K
3
+$195K
4
PEY icon
Invesco High Yield Equity Dividend Achievers ETF
PEY
+$180K
5
WBT
Welbilt, Inc.
WBT
+$176K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 12.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$557K 30.91%
+12,992
2
$547K 30.36%
+19,104
3
$195K 10.82%
+10,285
4
$180K 9.99%
+11,560
5
$176K 9.77%
+10,000
6
$92K 5.11%
+13,844
7
$55K 3.05%
+2,500