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
$181M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$3.16M
3 +$3.15M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.09M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$939K

Top Sells

1 +$2.31M
2 +$1.44M
3 +$894K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$668K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$636K

Sector Composition

1 Industrials 12.69%
2 Technology 11.64%
3 Consumer Discretionary 10.06%
4 Healthcare 8.76%
5 Financials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-13,650
77
-1,363