Affinity World Leaders Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Affinity World Leaders Equity ETF WLDR
Morningstar’s Analysis WLDR
Will WLDR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 35.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Dell Technologies Inc Ordinary Shares - Class C | 6.76 | 6M | Technology |
Micron Technology Inc | 6.64 | 6M | Technology |
Seagate Technology Holdings PLC | 5.06 | 4M | Technology |
HP Inc | 4.06 | 4M | Technology |
Jabil Inc | 3.02 | 3M | Technology |
Omnicom Group Inc | 2.51 | 2M | Communication Services |
Verizon Communications Inc | 2.35 | 2M | Communication Services |
AT&T Inc | 2.04 | 2M | Communication Services |
eBay Inc | 1.71 | 1M | Consumer Cyclical |
AppLovin Corp Ordinary Shares - Class A | 1.65 | 1M | Communication Services |