Highwater Wealth Management's Q2 vs Q3 Holdings Comparison: Wins and Losses in Various Funds

Highwater Wealth Management, LLC has released its Q2 2019 vs Q3 2019 Holdings Comparison, revealing significant changes in holdings across various funds. The comparison highlights the amounts of shares purchased, the values and the percentage change of investments during the given period. For investors, this provides an insight into what assets are most valuable in the market and where they can get the highest returns.

To begin with, the NDSN fund gained the most, adding 4,359 shares, which is a 15.9% increase. The value of these shares increased by $819,000 compared to the previous period. Nordson Corp is a global leader in the packaging and adhesive industries, providing essential products for manufacturers, distributors, and consumers. The company's robust portfolio and a strong balance sheet have provided investors with long-term confidence in the stock, making it an attractive investment.

On the other hand, several other funds have faced a significant decline in their holdings. The NOBL fund, for example, saw a dramatic drop of 2,627 shares, which constitutes an 8.4% decrease, leaving the value of the shares at $1483, down from $1619 in Q2. The fund invests in S&P 500 companies with a history of increasing their dividend payouts for at least twenty-five consecutive years, providing investors with steady income streams. Although the fund has had a commendable track record and has experienced a steady performance over the years, the decline reflects a shift in investor sentiment and the need to reassess investment strategies and management.

Another fund that had some notable changes in Q3 is the VYM, whose holdings increased by 5,932 shares, which represents a 125.4% increase within the quarter alone. The fund invests in companies with a high dividend yield and is designed to offer exposure to both growth and value stocks. The sharp increase in holdings could suggest high confidence in this strategy delivering significant returns to investors. Amidst a challenging market environment, funds like VYM provide a safe haven for investors with dividend-paying stocks.

One of the funds that experienced the most significant drop was the FDN, with a 50.7% decrease in holdings, after its shares shrunk by 1,460 shares over the quarter. The First Trust Dow Jones Internet Index Fund invests in internet commerce and services companies, such as Amazon and Netflix. The decrease in holdings during the quarter could result from the volatility of the market or a lack of performance by some of the stocks in the fund's portfolio. For investors looking for high-risk investments with high growth potential, those invested in FDN may need to review their strategies.

Finally, the BSV fund had a complete sale of its shares during the quarter, indicating a lack of confidence in their portfolio. The fund primarily invests in short-term bonds and is a part of the Vanguard Group's index funds. Although such bonds are traditionally considered low-risk investments, they have attracted low returns in recent times, and the declining interest rates have made the market less attractive. It is not clear why BSV sold its holding completely during the quarter, but it could signal a shift in the fund's goals or a need to reassess its investment strategy.

In conclusion, Highwater Wealth Management, LLC's Q2 2019 vs Q3 2019 Holdings Comparison provides insightful information for investors to track the performance and shifts in trends in the market. The fund's performance, as seen in the changes of their holdings, provides valuable insights that can inform the investment decisions of both institutional and individual investors. The comparison suggests that investors need to work with their financial advisors to evaluate their investment strategies periodically to adjust and fine-tune their portfolios to reflect the market's condition.