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Affinity World Leaders Equity ETF WLDR

Medalist Rating as of | See Affinity Investment Hub

Morningstar’s Analysis WLDR

Will WLDR outperform in future?

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

Affinity World Leaders Equity ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings WLDR

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Dell Technologies Inc Ordinary Shares - Class C

3.86 1.3 Mil
Technology

Applied Materials Inc

3.57 1.2 Mil
Technology

HP Inc

3.45 1.1 Mil
Technology

NetApp Inc

3.34 1.1 Mil
Technology

Meta Platforms Inc Class A

2.77 908,618
Communication Services

Williams-Sonoma Inc

2.31 758,667
Consumer Cyclical

AutoZone Inc

2.30 754,083
Consumer Cyclical

AppLovin Corp Ordinary Shares - Class A

2.05 671,576
Technology

eBay Inc

1.95 637,794
Consumer Cyclical

International Business Machines Corp

1.87 611,786
Technology