HWM
Highwater Wealth Management Portfolio holdings
AUM
$22.6M
This Quarter Return
+6.67%
1 Year Return
+3.46%
3 Year Return
+102.84%
5 Year Return
–
10 Year Return
–
AUM
$46.7M
AUM Growth
+$46.7M
(+11%)
Cap. Flow
+$3.22M
Cap. Flow
% of AUM
6.89%
Top 10 Holdings %
Top 10 Hldgs %
71.98%
Holding
49
New
7
Increased
4
Reduced
27
Closed
5
Top Buys
| 1 |
Nordson
NDSN
|
$7.37M |
| 2 |
Exxon Mobil
XOM
|
$1.83M |
| 3 |
Procter & Gamble
PG
|
$989K |
| 4 |
Amazon
AMZN
|
$220K |
| 5 |
Altria Group
MO
|
$218K |
Top Sells
Sector Composition
| 1 | Technology | 36.77% |
| 2 | Industrials | 16.98% |
| 3 | Energy | 3.92% |
| 4 | Consumer Staples | 3.46% |
| 5 | Financials | 1.34% |
