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LeaderShares® Equity Skew ETF SQEW

Medalist Rating as of | See LeaderShares Investment Hub

Morningstar’s Analysis SQEW

Will SQEW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit LeaderShares ® Equity Skew ETF to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SQEW

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 76.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 600 Small Cap Value ETF

26.12 32.4 Mil

SPDR® S&P 600 Small Cap Growth ETF

19.73 24.5 Mil

SPDR® Portfolio S&P 500 Growth ETF

15.05 18.7 Mil

Vanguard FTSE Emerging Markets ETF

9.85 12.2 Mil

Berkshire Hathaway Inc Class B

1.49 1.9 Mil
Financial Services

JPMorgan Chase & Co

1.05 1.3 Mil
Financial Services

Cash & Cash Equivalents

1.00 1.2 Mil
Cash and Equivalents

Exxon Mobil Corp

0.85 1.1 Mil
Energy

Johnson & Johnson

0.77 961,203
Healthcare

UnitedHealth Group Inc

0.60 739,651
Healthcare