HW
| |
Highwater Wealth Management, LLC13F | |
| Highwater Wealth Management, LLC | |
| Last update 2019-10-17 | 30 Stocks (2 new) |
| Value $23.00 Mil | Turnover 11 % |
Highwater Wealth Management, L... Top Holdings of 2019-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDSN | Nordson Corp | 40,920 | 5,985.0 | +11.92% | 26.440 | +2.82% | 0.070 | +20.49% | +4.90% | 12,266.4 | Industrial Products | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 20,716 | 1,483.0 | -11.25% | 6.550 | -0.83% | 0.020 | +6.59% | +4.01% | 11,500.5 | ||
XOM | Exxon Mobil Corp | 20,120 | 1,421.0 | 0% | 6.280 | 0% | 0.000 | +1.72% | +2.01% | 464,449.8 | Oil & Gas | |
VEU | Vanguard FTSE All-World ex-US ETF | 22,119 | 1,104.0 | +25.55% | 4.880 | +0.99% | 0.000 | +13.13% | +18.20% | 44,208.3 | ||
IWD | iShares Russell 1000 Value ETF | 8,313 | 1,066.0 | -5.33% | 4.710 | -0.27% | 0.000 | +11.59% | +6.73% | 62,643.2 | ||
IVV | iShares Core S&P 500 ETF | 3,274 | 977.0 | -2.24% | 4.320 | -0.10% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 10,794 | 958.0 | +122.01% | 4.230 | +2.32% | 0.000 | +12.20% | +6.97% | 58,807.4 | ||
IDV |
iShares International Select Dividend ETF
iShares International Select Dividend ETF
| 28,002 | 861.0 | -2.05% | 3.800 | -0.08% | 0.020 | +14.67% | +31.07% | 5,383.5 | ||
SCHD | Schwab US Dividend Equity ETF | 15,332 | 840.0 | +73.26% | 3.710 | +1.57% | 0.000 | +7.34% | +0.77% | 70,469.5 | ||
IWF | iShares Russell 1000 Growth ETF | 5,091 | 813.0 | -9.67% | 3.590 | -0.39% | 0.000 | +27.24% | +8.36% | 113,776.0 |
Highwater Wealth Management, LLC's Historical Top Holdings Breakdowns
Highwater Wealth Management, LLC Total Holding History ($B)
Highwater Wealth Management, LLC's Asset Allocation
Highwater Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Highwater Wealth Management, LLC's Hypothetical Growth since 2019-09-30
Highwater Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Highwater Wealth Management, LLC's Holdings Heat Map
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Highwater Wealth Management, LLC's Holdings Bubble Chart
Highwater Wealth Management, LLC News
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