WG

Watchman Group Portfolio holdings

AUM $419M
1-Year Est. Return 15.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.12%
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
+$5.33M
2
+$3.14M
3
+$3.13M
4
SCHW icon
Charles Schwab
SCHW
+$2.94M
5
PYPL icon
PayPal
PYPL
+$1.04M

Top Sells

1
+$2.31M
2
+$1.58M
3
+$888K
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$668K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$634K

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
– –
-13,400
77
– –
-15,935
1 2 3
4