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IWEDX

ETF
IWEDX · UNKNOWN · 64 holdings
$13.70
▲ $0.40 (3.01%)
Day Range
52-Week Range
Volume
Apertura —
Promedio 50D / 200D
Promedio 50D / 200D

About IWEDX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
$13.30
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
98.4%
HHI Score
192.07
Top Sector
Financial Services (23.201348%)

Performance

Low (16.9%) ↗ Accelerating
1W
▲ 4.31%
1M
▲ 1.92%
3M
▼ -0.07%
6M
▼ -0.93%
YTD
▲ 0.95%
1Y
▲ 15.08%
3Y
▲ 10.66%

1W return (+4.31%) exceeds 1M (+1.92%) — momentum is building

Price History

Concentration Risk

28.77% Balanced
Diversified Concentrated

The top 10 holdings represent 28.77% of the fund. This ETF is well diversified across its holdings, reducing single-stock risk.

Top Holdings Today

Weighted by position size
T
▼ -1.77%
BAC
▲ 1.66%
BK
▲ 0.36%
KVUE
▲ 1.12%
PM
▲ 0.62%
AJG
▲ 0.33%
ICE
▼ -1.57%
CVX
▼ -1.07%
AIG
▲ 1.23%
BA
▲ 1.21%
Weighted avg. of top holdings ▲ 0.15%

Sector Allocation

Financial Services
23.20%
Healthcare
13.24%
Industrials
12.41%
Consumer Defensive
9.92%
Energy
7.91%
Technology
7.48%
Communication Services
6.49%
Real Estate
5.59%
Utilities
5.04%
Consumer Cyclical
4.08%
Basic Materials
2.97%

Top 10 Holdings

28.77% of fund
T AT&T Inc
3.95%
BAC Bank of America Corp
3.18%
BK Bank of New York Mellon Corp/T
2.90%
KVUE Kenvue Inc
2.78%
PM Philip Morris International In
2.74%
AJG Arthur J Gallagher & Co
2.72%
ICE Intercontinental Exchange Inc
2.70%
CVX Chevron Corp
2.63%
AIG American International Group I
2.59%
BA Boeing Co/The
2.58%
Other positions
0.54%

All Holdings (64)

Top 10: 28.77% of fund
# Ticker Name Weight Shares Market Value
1 T AT&T Inc 3.95% 1.13 M 31.45 M
2 BAC Bank of America Corp 3.18% 574,849 25.37 M
3 BK Bank of New York Mellon Corp/T 2.90% 260,987 23.13 M
4 KVUE Kenvue Inc 2.78% 927,576 22.14 M
5 PM Philip Morris International In 2.74% 120,678 21.79 M
6 AJG Arthur J Gallagher & Co 2.72% 62,318 21.65 M
7 ICE Intercontinental Exchange Inc 2.70% 119,562 21.50 M
8 CVX Chevron Corp 2.63% 153,526 20.99 M
9 AIG American International Group I 2.59% 243,986 20.65 M
10 BA Boeing Co/The 2.58% 99,230 20.57 M
Showing top 10 of 64 holdings · Listed: 99.46% · 0.54% in other positions

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