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: 1,241 out of 2,554 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 Inc4.86% of assets$662,020 invested
- 2. Mastercard Inc Class A4.11% of assets$559,082 invested
- 3. JPMorgan Chase & Co4.07% of assets$553,887 invested
- 4. Royal Bank of Canada3.71% of assets$504,986 invested
- 5. Microsoft Corp3.53% of assets$480,499 invested
- 6. Visa Inc Class A4.38% of assets$596,132 invested
- 7. UnitedHealth Group Inc4.08% of assets$555,175 invested
- 8. AvalonBay Communities Inc3.86% of assets$525,819 invested
- 9. T-Mobile US Inc4.78% of assets$651,039 invested
- 10. Alphabet Inc Class C3.23% of assets$439,163 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 Inc4.5% of assets$612,506 invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg3.59% of assets$488,880 invested
- 3. Canadian Pacific Kansas City Ltd3.75% of assets$510,356 invested
- 4. TransDigm Group Inc4.27% of assets$580,982 invested
- 5. Parker Hannifin Corp3.78% of assets$514,241 invested
- 6. NextEra Energy Inc3.9% of assets$530,824 invested
- 7. Costco Wholesale Corp4.04% of assets$550,444 invested
- 8. The Home Depot Inc3.71% of assets$504,657 invested
- 9. HCA Healthcare Inc4.52% of assets$615,770 invested
- 10. Marsh & McLennan Companies Inc4.54% of assets$617,396 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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