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IWD Holdings Information

IWD has a total of 871 holdings. The top 10 holdings account for 17.51%.
Holdings Count
871
Total Assets
62.78B
Top 10 Percentage
17.51%
Asset Class
Equity
Category
Size And Style
Region
North America
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871 Holdings as of Jan 15, 2025
871 Holdings as of Jan 15, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
Berkshire Hathaway B
3.35%
$2.12B
$970.84B
26.97%
1 Buy
1 Hold
0 Sell
Moderate Buy
JPMorgan Chase & Co.
2.83%
$1.79B
$696.71B
51.03%
11 Buy
8 Hold
1 Sell
Moderate Buy
Exxon Mobil Corp.
1.99%
$1.27B
$482.23B
14.98%
13 Buy
5 Hold
0 Sell
Moderate Buy
Unitedhealth Group Inc.
1.86%
$1.18B
$500.40B
4.67%
17 Buy
0 Hold
0 Sell
Strong Buy
Walmart Inc.
1.58%
$1.00B
$729.35B
69.33%
26 Buy
2 Hold
0 Sell
Strong Buy
Johnson & Johnson
1.39%
$884.07M
$348.50B
-9.64%
4 Buy
7 Hold
0 Sell
Moderate Buy
Bank of America
1.25%
$792.85M
$351.26B
48.11%
15 Buy
2 Hold
0 Sell
Strong Buy
Procter & Gamble Company
1.17%
$739.95M
$376.19B
6.48%
12 Buy
6 Hold
0 Sell
Moderate Buy
Chevron
1.09%
$689.61M
$281.96B
10.63%
15 Buy
3 Hold
0 Sell
Strong Buy
Wells Fargo & Company
1.01%
$639.69M
$237.03B
62.22%
9 Buy
8 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

22.17%Financial14.25%Industrials14.25%Healthcare10.74%Technology7.10%Energy6.96%Consumer Defensive6.63%Consumer Cyclical4.60%Real Estate4.51%Utilities4.28%Communication Services3.85%Basic Materials0.52%General0.11%Consumer Goods0.01%Services22.17%Financial
Financial
22.17%
Industrials
14.25%
Healthcare
14.25%
Technology
10.74%
Energy
7.10%
Consumer Defensive
6.96%
Consumer Cyclical
6.63%
Real Estate
4.60%
Utilities
4.51%
Communication Services
4.28%
Basic Materials
3.85%
General
0.52%
Consumer Goods
0.11%
Services
0.01%

Countries Breakdown

100.00%United States100.00%United States
United States
100.00%

Breakdown By Smart Score

16.86%Outperform1013.68%Outperform912.45%Outperform821.06%Neutral714.99%Neutral69.71%Neutral55.70%Neutral43.32%Underperform31.60%Underperform20.64%Underperform17
The weighted average smart score of the IWD ETF is 7
10
16.86%
9
13.68%
8
12.45%
7
21.06%
6
14.99%
5
9.71%
4
5.70%
3
3.32%
2
1.60%
1
0.64%

IWD ETF FAQ

What are ETF IWD’s top 3 holdings?
IWD’s top 3 holdings are BRK.B, JPM, XOM.
    What is ETF IWD’s holdings count?
    ETF IWD’s is holdings 871 different assets.
      What are the total assets of ETF IWD?
      ETF IWD’s total assets are 62.78B.
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