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
$235M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$22.8M
2 +$5.36M
3 +$4.52M
4
CASY icon
Casey's General Stores
CASY
+$3.47M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.89M

Top Sells

1 +$3.32M
2 +$2.78M
3 +$951K
4
VRSK icon
Verisk Analytics
VRSK
+$925K
5
MSFT icon
Microsoft
MSFT
+$722K

Sector Composition

1 Consumer Discretionary 10.9%
2 Industrials 9.8%
3 Technology 9.32%
4 Financials 8.03%
5 Healthcare 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-4,500