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 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
76
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77
-439
78
-1,845
79
-505
80
-35,739
81
-38,495
82
-39,133
83
-52,534
84
-4,805
85
-87,703
86
-7,140