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SWLVX

ETF
SWLVX · UNKNOWN · 859 holdings
KWD 17.22
▼ KWD 0.10 (-0.58%)
Day Range
52-Week Range
Volume
فتح —
متوسط 50 يوم / 200 يوم
متوسط 50 يوم / 200 يوم

About SWLVX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
KWD 17.32
Exchange
UNKNOWN
Currency
USD
Holdings As Of
Apr 10, 2026
Tracked Holdings
90.1%
HHI Score
66.44
Top Sector
Financial Services (20.899238%)

Performance

Low (15.3%) ↗ Accelerating
1W
▲ 3.77%
1M
▲ 2.42%
3M
▲ 5.55%
6M
▲ 8.59%
YTD
▲ 6.52%
1Y
▲ 31.71%
3Y
▲ 44.09%

1W return (+3.77%) exceeds 1M (+2.42%) — momentum is building

Price History

Concentration Risk

18.68% Well Diversified
Diversified Concentrated

The top 10 holdings represent 18.68% of the fund. This ETF is well diversified across its holdings, reducing single-stock risk.

Top Holdings Today

Weighted by position size
BRK-B
▼ -1.09%
JPM
▼ -0.15%
AMZN
▲ 2.02%
GOOGL
▼ -0.39%
XOM
▼ -1.63%
GOOG
▼ -0.21%
JNJ
▼ -1.18%
WMT
▼ -1.83%
PG
▼ -1.02%
BAC
▼ -0.32%
Weighted avg. of top holdings ▼ -0.48%

Sector Allocation

Financial Services
20.90%
Industrials
12.06%
Healthcare
11.19%
Technology
10.80%
Communication Services
7.70%
Consumer Cyclical
7.57%
Consumer Defensive
7.08%
Energy
5.77%
Utilities
4.89%
Real Estate
3.40%
Basic Materials
2.19%
Manufacturing
0.18%
Wholesale Trade
0.04%
Retail Trade
0.03%
Services
0.02%

Top 10 Holdings

18.68% of fund
BRK-B Berkshire Hathaway Inc
3.01%
JPM JPMorgan Chase & Co
2.95%
AMZN Amazon.com Inc
2.20%
GOOGL Alphabet Inc
1.98%
XOM Exxon Mobil Corp
1.69%
GOOG Alphabet Inc
1.62%
JNJ Johnson & Johnson
1.55%
WMT Walmart Inc
1.35%
PG Procter & Gamble Co/The
1.21%
BAC Bank of America Corp
1.13%
Other positions
0.32%

All Holdings (859)

Top 10: 18.68% of fund
# Ticker Name Weight Shares Market Value
1 BRK-B Berkshire Hathaway Inc 3.01% 57,794 27.60 M
2 JPM JPMorgan Chase & Co 2.95% 87,025 27.08 M
3 AMZN Amazon.com Inc 2.20% 82,638 20.18 M
4 GOOGL Alphabet Inc 1.98% 64,651 18.18 M
5 XOM Exxon Mobil Corp 1.69% 135,782 15.53 M
6 GOOG Alphabet Inc 1.62% 52,641 14.84 M
7 JNJ Johnson & Johnson 1.55% 75,406 14.24 M
8 WMT Walmart Inc 1.35% 122,707 12.42 M
9 PG Procter & Gamble Co/The 1.21% 73,601 11.07 M
10 BAC Bank of America Corp 1.13% 194,549 10.40 M
Showing top 10 of 859 holdings · Listed: 99.68% · 0.32% in other positions

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