HWM
Highwater Wealth Management Portfolio holdings
AUM
$22.6M
This Quarter Return
+3.1%
1 Year Return
+3.46%
3 Year Return
+102.84%
5 Year Return
–
10 Year Return
–
AUM
$17.9M
AUM Growth
+$17.9M
(+893%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
89.58%
Top 10 Holdings %
Top 10 Hldgs %
53.76%
Holding
37
New
30
Increased
2
Reduced
1
Closed
3
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$1.34M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$1.19M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.03M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$998K |
| 5 |
iShares MBS ETF
MBB
|
$777K |
Top Sells
| 1 |
Invesco Zacks Multi-Asset Income ETF
CVY
|
$195K |
| 2 |
WBT
Welbilt, Inc.
WBT
|
$176K |
| 3 |
Manitowoc
MTW
|
$55K |
| 4 |
Invesco High Yield Equity Dividend Achievers ETF
PEY
|
$12.1K |
Sector Composition
| 1 | Consumer Staples | 3.25% |
| 2 | Technology | 2.88% |
| 3 | Industrials | 1.38% |
