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IWX Holdings Information

IWX has a total of 159 holdings. The top 10 holdings account for 26.99%.
Holdings Count
159
Total Assets
2.34B
Top 10 Percentage
26.99%
Asset Class
Equity
Category
Size And Style
Region
North America
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159 Holdings as of Aug 29, 2024
159 Holdings as of Aug 29, 2024
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Berkshire Hathaway B
5.34%
$125.42M
$1.01T
30.03%
1 Buy
2 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
3.97%
$93.17M
$632.22B
53.63%
17 Buy
3 Hold
0 Sell
Strong Buy
Exxon Mobil Corp.
3.30%
$77.56M
$524.83B
6.07%
11 Buy
5 Hold
0 Sell
Moderate Buy
Unitedhealth Group Inc.
3.16%
$74.18M
$546.27B
24.13%
22 Buy
0 Hold
0 Sell
Strong Buy
Johnson & Johnson
2.47%
$57.96M
$395.34B
2.58%
6 Buy
8 Hold
0 Sell
Moderate Buy
Walmart Inc.
2.07%
$48.52M
$614.69B
40.99%
28 Buy
2 Hold
0 Sell
Strong Buy
Procter & Gamble Company
1.94%
$45.61M
$399.52B
11.14%
13 Buy
6 Hold
0 Sell
Moderate Buy
Bank of America
1.70%
$39.88M
$311.70B
40.11%
11 Buy
7 Hold
0 Sell
Moderate Buy
Chevron
1.58%
$37.16M
$269.62B
-8.49%
8 Buy
4 Hold
0 Sell
Moderate Buy
Thermo Fisher Scientific
1.46%
$34.17M
$233.66B
9.80%
11 Buy
1 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

23.80%Financial19.50%Healthcare12.73%Industrials9.37%Technology9.00%Consumer Defensive7.85%Energy4.60%Communication Services4.44%Consumer Cyclical3.42%Utilities3.05%Basic Materials1.91%Real Estate0.33%General23.80%Financial
Financial
23.80%
Healthcare
19.50%
Industrials
12.73%
Technology
9.37%
Consumer Defensive
9.00%
Energy
7.85%
Communication Services
4.60%
Consumer Cyclical
4.44%
Utilities
3.42%
Basic Materials
3.05%
Real Estate
1.91%
General
0.33%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

19.49%Outperform1021.95%Outperform916.56%Outperform815.17%Neutral712.05%Neutral67.33%Neutral55.32%Neutral41.40%Underperform30.74%Underperform28
The weighted average smart score of the IWX ETF is 8
10
19.49%
9
21.95%
8
16.56%
7
15.17%
6
12.05%
5
7.33%
4
5.32%
3
1.40%
2
0.74%
1
0.00%

IWX ETF FAQ

What are ETF IWX’s top 3 holdings?
IWX’s top 3 holdings are BRK.B, JPM, XOM.
    What is ETF IWX’s holdings count?
    ETF IWX’s is holdings 159 different assets.
      What are the total assets of ETF IWX?
      ETF IWX’s total assets are 2.34B.
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