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
$169M
AUM Growth
-$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.28M
2
+$3.69M
3
+$2.85M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$2.02M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.9M

Top Sells

1
+$5.33M
2
+$3.01M
3
+$2.95M
4
A icon
Agilent Technologies
A
+$2.67M
5
TFC icon
Truist Financial
TFC
+$2.29M

Sector Composition

1 Technology 17.93%
2 Industrials 15.05%
3 Consumer Discretionary 12.65%
4 Healthcare 9.71%
5 Financials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-52,534
84
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85
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-87,703
86
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-7,140
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