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
$171M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$742K
3 +$239K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K
5
DOCU icon
DocuSign
DOCU
+$149K

Top Sells

1 +$32.4M
2 +$2.15M
3 +$392K
4
JACK icon
Jack in the Box
JACK
+$338K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$324K

Sector Composition

1 Technology 20.32%
2 Consumer Discretionary 15.51%
3 Financials 14.53%
4 Healthcare 13.07%
5 Industrials 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,531