Brendan Wood TopGun ETF
Shareclass
Brendan Wood TopGun ETF (BWTG)
Type
Exchange-traded fund
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 1,061 out of 1,459 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
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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
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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 Inc4.93% of assets$820,233 invested
- 2. Mastercard Inc Class A3.99% of assets$662,770 invested
- 3. JPMorgan Chase & Co4.62% of assets$768,447 invested
- 4. Royal Bank of Canada3.98% of assets$661,826 invested
- 5. Microsoft Corp4.72% of assets$785,312 invested
- 6. Meta Platforms Inc Class A2.68% of assets$446,275 invested
- 7. Visa Inc Class A4.06% of assets$674,703 invested
- 8. AvalonBay Communities Inc3.16% of assets$524,564 invested
- 9. T-Mobile US Inc4.03% of assets$669,217 invested
- 10. Alphabet Inc Class C3.75% of assets$623,131 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. Brookfield Corp Registered Shs -A- Limited Vtg4.33% of assets$719,178 invested
- 2. Broadcom Inc4.17% of assets$693,426 invested
- 3. Waste Connections Inc4.05% of assets$673,132 invested
- 4. TransDigm Group Inc4.64% of assets$772,061 invested
- 5. Parker Hannifin Corp4.28% of assets$711,407 invested
- 6. Canadian Pacific Kansas City Ltd3.7% of assets$614,510 invested
- 7. Costco Wholesale Corp3.76% of assets$625,800 invested
- 8. The Home Depot Inc3.5% of assets$581,033 invested
- 9. HCA Healthcare Inc4.36% of assets$724,264 invested
- 10. NVIDIA Corp4.78% of assets$794,367 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
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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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