WG

Watchman Group Portfolio holdings

AUM $413M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.86M
3
+$1.02M
4
CTSH icon
Cognizant
CTSH
+$912K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$227K

Top Sells

1
+$1.4M
2
+$912K
3
+$252K
4
T icon
AT&T
T
+$250K
5
INTC icon
Intel
INTC
+$235K

Sector Composition

1 Technology 20.74%
2 Healthcare 13.92%
3 Financials 13.78%
4 Industrials 13.31%
5 Consumer Discretionary 13.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,536
77
– –
-11,548
78
– –
-35,785
1 2 3
4