WTV Market Analysis

Composition

Holdings as published by the issuer · refreshed weekly
Net assets$3.20B
Expense ratio0.12%
Dividend yield2.16%
InceptionFeb 23, 2007

Top holdings (126 total)

#NameWeight
1
NVDA
Nvidia Corp
3.80%
2
BRK-B
Berkshire Hathaway inc Class b
2.62%
3
CRM
Salesforce inc
2.37%
4
CVX
Chevron Corp
2.26%
5
TGT
Target Corp
1.97%
6
NEM
Newmont Corp
1.96%
7
CSCO
Cisco Systems inc
1.94%
8
MRK
Merck & co inc
1.78%
9
TMO
Thermo Fisher Scientific inc
1.73%
10
C
Citigroup inc
1.66%
Page 1 of 13 · 126 total

Sector breakdown

#NameWeight
1
Financials
19.60%
2
Information Technology
17.10%
3
Industrials
11.00%
4
Communication Services
8.80%
5
Healthcare
8.80%
6
Consumer Staples
8.50%
7
Energy
7.50%
8
Consumer Discretionary
4.50%
9
Utilities
4.40%
10
Materials
2.40%
Page 1 of 2 · 11 total

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

News & Sentiment

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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