WG

Watchman Group Portfolio holdings

AUM $384M
1-Year Est. Return 12.85%
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$4.98M
2 +$3.75M
3 +$3.66M
4
PEP icon
PepsiCo
PEP
+$3.62M
5
INTU icon
Intuit
INTU
+$3.59M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.81%
2 Technology 15.38%
3 Financials 15.29%
4 Consumer Discretionary 11.73%
5 Healthcare 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$260K 0.19%
+3,503
77
$221K 0.16%
+2,494
78
$203K 0.15%
+3,125