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
-$6.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$14.1M
2 +$10.6M
3 +$2.37M
4
FSS icon
Federal Signal
FSS
+$2.02M
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.7M

Top Sells

1 +$5.63M
2 +$3.22M
3 +$2.89M
4
PII icon
Polaris
PII
+$2.39M
5
DOCU icon
DocuSign
DOCU
+$1.9M

Sector Composition

1 Technology 14.2%
2 Industrials 13.43%
3 Healthcare 10.87%
4 Consumer Discretionary 10.19%
5 Financials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,859
77
-22,706
78
-8,625
79
-115,755