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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
2.28B
Top 10 Percentage
26.99%
Asset Class
Equity
Category
Size And Style
Region
North America
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159 Holdings as of Jan 13, 2025
159 Holdings as of Jan 13, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Berkshire Hathaway B
5.11%
$117.44M
$954.01B
22.08%
1 Buy
1 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
4.31%
$99.16M
$675.32B
44.46%
8 Buy
6 Hold
1 Sell
Moderate Buy
Exxon Mobil Corp.
3.08%
$70.89M
$468.25B
9.34%
13 Buy
5 Hold
0 Sell
Moderate Buy
Unitedhealth Group Inc.
2.92%
$67.04M
$479.18B
3.76%
18 Buy
0 Hold
0 Sell
Strong Buy
Walmart Inc.
2.50%
$57.42M
$747.10B
70.22%
26 Buy
2 Hold
0 Sell
Strong Buy
Johnson & Johnson
2.19%
$50.37M
$342.03B
-11.04%
4 Buy
7 Hold
0 Sell
Moderate Buy
Bank of America
1.89%
$43.37M
$346.12B
37.38%
17 Buy
2 Hold
0 Sell
Strong Buy
Procter & Gamble Company
1.83%
$42.09M
$373.42B
5.47%
10 Buy
6 Hold
0 Sell
Moderate Buy
Chevron
1.68%
$38.68M
$275.21B
5.49%
15 Buy
3 Hold
0 Sell
Strong Buy
Wells Fargo & Company
1.48%
$33.96M
$232.93B
48.80%
7 Buy
7 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

25.05%Financial17.93%Healthcare12.94%Industrials9.84%Technology8.78%Consumer Defensive7.57%Energy4.79%Communication Services4.47%Consumer Cyclical3.32%Utilities2.82%Basic Materials1.86%Real Estate0.63%General25.05%Financial
Financial
25.05%
Healthcare
17.93%
Industrials
12.94%
Technology
9.84%
Consumer Defensive
8.78%
Energy
7.57%
Communication Services
4.79%
Consumer Cyclical
4.47%
Utilities
3.32%
Basic Materials
2.82%
Real Estate
1.86%
General
0.63%

Countries Breakdown

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

Breakdown By Smart Score

18.85%Outperform1016.70%Outperform914.02%Outperform814.58%Neutral716.10%Neutral610.84%Neutral53.69%Neutral44.64%Underperform30.57%Underperform27
The weighted average smart score of the IWX ETF is 7
10
18.85%
9
16.70%
8
14.02%
7
14.58%
6
16.10%
5
10.84%
4
3.69%
3
4.64%
2
0.57%
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 2.28B.
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