Brendan Wood TopGun ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Brendan Wood TopGun ETF BWTG
Morningstar’s Analysis BWTG
Will BWTG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BWTG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of BWTG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd ADR | 5.32 | 1M | Technology |
Canadian Pacific Kansas City Ltd | 4.65 | 943,096 | Industrials |
Morgan Stanley | 4.51 | 914,902 | Financial Services |
Alphabet Inc Class C | 4.41 | 894,283 | Communication Services |
Royal Bank of Canada | 4.34 | 880,942 | Financial Services |
Prologis Inc | 4.30 | 872,877 | Real Estate |
Micron Technology Inc | 4.26 | 864,010 | Technology |
Costco Wholesale Corp | 4.26 | 863,992 | Consumer Defensive |
Advanced Micro Devices Inc | 4.25 | 862,803 | Technology |
Broadcom Inc | 4.24 | 859,021 | Technology |
United States