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
$162M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$1.53M
2 +$338K
3 +$264K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$250K
5
AMZN icon
Amazon
AMZN
+$247K

Top Sells

1 +$1.07M
2 +$760K
3 +$550K
4
D icon
Dominion Energy
D
+$414K
5
GNRC icon
Generac Holdings
GNRC
+$256K

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 15.26%
3 Financials 13.98%
4 Healthcare 13.27%
5 Industrials 13.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,094
77
-5,507
78
-12,540