IWL Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$2.20B
Expense ratio0.15%
Dividend yield0.89%
InceptionSep 22, 2009

Top holdings (203 total)

#NameWeight
1
NVDA
Nvidia Corp
8.40%
2
AAPL
Apple inc
7.53%
3
MSFT
Microsoft Corp
4.99%
4
AMZN
Amazon.com inc
4.16%
5
GOOGL
Alphabet inc Class a
3.75%
6
AVGO
Broadcom inc
3.16%
7
GOOG
Alphabet inc Class c
3.02%
8
MU
Micron Technology inc
2.34%
9
META
Meta Platforms inc Class a
2.23%
10
TSLA
Tesla inc
2.21%
Page 1 of 21 · 203 total

Sector breakdown

#NameWeight
1
Information Technology
40.90%
2
Communication Services
10.90%
3
Consumer Discretionary
9.70%
4
Financials
9.50%
5
Healthcare
8.70%
6
Industrials
7.90%
7
Consumer Staples
4.40%
8
Energy
2.30%
9
Materials
1.30%
10
Utilities
1.20%
Page 1 of 2 · 11 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

News & Sentiment

15 articles · sorted by date

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

We're educators, not advisors. We don't make buy or sell recommendations under any circumstance. All content is for educational purposes. Past performance doesn't guarantee future results. Your decisions are your own. Disclaimer