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SWLVX

ETF
SWLVX · UNKNOWN · 859 holdings
$17.23
▲ $0.41 (2.44%)
Day Range
52-Week Range
Volume
Apertura —
Promedio 50D / 200D
Promedio 50D / 200D

About SWLVX

No description available for this ETF.

Fund Details

Expense Ratio
Inception Date
Prev. Close
$16.82
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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