All ETFs

MWFVX

ETF

MWFVX · UNKNOWN · 9 holdings

$18.15

▲ $0.54 (3.07%)

Day Range

—

52-Week Range

—

Volume

—

Open —

50D / 200D Avg

—

50D / 200D Avg

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About MWFVX

No description available for this ETF.

Fund Details

Expense Ratio: —
Inception Date: —
Prev. Close: $17.61
Exchange: UNKNOWN
Currency: USD
Holdings As Of: Apr 10, 2026
Tracked Holdings: 0.0%
HHI Score: 2546.24

Performance

Moderate (20.7%) ↗ Accelerating

▲ 3.94%

▲ 1.73%

▲ 2.42%

▲ 3.70%

YTD

▲ 3.11%

▲ 35.67%

▲ 46.70%

1W return (+3.94%) exceeds 1M (+1.73%) — momentum is building

Price History

Concentration Risk

99.72% Highly Concentrated

Diversified Concentrated

The top 10 holdings represent 99.72% of the fund. This ETF is heavily concentrated — performance is largely driven by a few stocks.

Top 10 Holdings

99.72% of fund

Vanguard Mega Cap ET Vanguard Mega Cap ETF

42.50%

iShares Core MSCI EA iShares Core MSCI EAFE ETF

19.75%

Schwab U.S. Small-Ca Schwab U.S. Small-Cap ETF

14.65%

Vanguard Mid-Cap ETF Vanguard Mid-Cap ETF

8.78%

iShares Core S&P Mid iShares Core S&P Mid-Cap ETF

5.16%

iShares Core MSCI Em iShares Core MSCI Emerging Markets ETF

5.04%

iShares Core S&P 500 iShares Core S&P 500 ETF

2.03%

iShares MSCI Emergin iShares MSCI Emerging Markets ex China ETF

1.01%

Schwab U.S. Mid-Cap Schwab U.S. Mid-Cap ETF

0.78%

Other positions

0.28%

All Holdings (9)

Top 10: 99.72% of fund

#	Ticker	Name	Weight	Shares	Market Value
1	Vanguard Mega Cap ET	Vanguard Mega Cap ETF	42.50%	239,690	60.78 M
2	iShares Core MSCI EA	iShares Core MSCI EAFE ETF	19.75%	300,359	28.25 M
3	Schwab U.S. Small-Ca	Schwab U.S. Small-Cap ETF	14.65%	697,264	20.95 M
4	Vanguard Mid-Cap ETF	Vanguard Mid-Cap ETF	8.78%	42,423	12.56 M
5	iShares Core S&P Mid	iShares Core S&P Mid-Cap ETF	5.16%	107,561	7.39 M
6	iShares Core MSCI Em	iShares Core MSCI Emerging Markets ETF	5.04%	99,404	7.21 M
7	iShares Core S&P 500	iShares Core S&P 500 ETF	2.03%	4,185	2.91 M
8	iShares MSCI Emergin	iShares MSCI Emerging Markets ex China ETF	1.01%	18,175	1.45 M
9	Schwab U.S. Mid-Cap	Schwab U.S. Mid-Cap ETF	0.78%	35,291	1.12 M

Showing top 10 of 9 holdings · Listed: 99.72% · 0.28% in other positions