UPW Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$10.7M
Expense ratio—
Dividend yield2.13%
InceptionJan 30, 2007
Leveraged ETF. Daily compounding can amplify both gains and losses. Educational only — see disclaimer.

Top holdings (33 total)

#NameWeight
1
Cash
33.33%
2
NEE
Nextera Energy inc
9.05%
3
SO
Southern co
5.46%
4
DUK
Duke Energy Corp
5.09%
5
CEG
Constellation Energy Corp
4.79%
6
AEP
American Electric Power co inc
3.70%
7
D
Dominion Energy inc
3.05%
8
SRE
Sempra
2.92%
9
ETR
Entergy Corp
2.65%
10
XEL
Xcel Energy inc
2.52%
Page 1 of 4 · 33 total

Sector breakdown

#NameWeight
1
Utilities
70.90%
2
Information Technology
0.00%
3
Communication Services
0.00%
4
Consumer Discretionary
0.00%
5
Healthcare
0.00%
6
Consumer Staples
0.00%
7
Industrials
0.00%
8
Materials
0.00%
9
Energy
0.00%
10
Financials
0.00%
Page 1 of 2 · 11 total

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

News & Sentiment

21 articles · sorted by date
Page 1 of 2 · 21 total

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