Brendan Wood TopGun ETF
Shareclass
Brendan Wood TopGun ETF (BWTG)
Type
Exchange-traded fund
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,250 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Brendan Wood TopGun ETF BWTG
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Welltower Inc4.92% of assets$659,341 invested
- 2. Mastercard Inc Class A4.17% of assets$559,021 invested
- 3. JPMorgan Chase & Co4.12% of assets$552,352 invested
- 4. Royal Bank of Canada4.01% of assets$537,062 invested
- 5. Microsoft Corp3.77% of assets$505,933 invested
- 6. Visa Inc Class A4.38% of assets$587,696 invested
- 7. UnitedHealth Group Inc3.25% of assets$436,126 invested
- 8. AvalonBay Communities Inc3.84% of assets$514,451 invested
- 9. T-Mobile US Inc4.5% of assets$602,805 invested
- 10. Alphabet Inc Class C3.37% of assets$452,262 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Waste Connections Inc4.63% of assets$620,163 invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg3.73% of assets$500,634 invested
- 3. Canadian Pacific Kansas City Ltd3.93% of assets$526,784 invested
- 4. TransDigm Group Inc4.43% of assets$593,489 invested
- 5. Parker Hannifin Corp3.82% of assets$511,881 invested
- 6. NextEra Energy Inc3.74% of assets$500,797 invested
- 7. Costco Wholesale Corp4.32% of assets$578,799 invested
- 8. The Home Depot Inc3.7% of assets$496,395 invested
- 9. HCA Healthcare Inc4.59% of assets$614,933 invested
- 10. Marsh & McLennan Companies Inc4.26% of assets$570,439 invested
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Financial performance
Performance data provided by
Find more financial data on BWTG at Morningstar.com
Find more financial data on BWTG at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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