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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.

Weakness in Affinity World Leaders Equity ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest 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 25.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

4.32 1.4 Mil
Communication Services

Dell Technologies Inc Ordinary Shares - Class C

3.95 1.3 Mil
Technology

Flex Ltd

2.49 810,607
Technology

Hewlett Packard Enterprise Co

2.45 798,719
Technology

Jabil Inc

2.32 755,746
Technology

AutoZone Inc

2.25 734,334
Consumer Cyclical

Live Nation Entertainment Inc

2.12 690,043
Communication Services

Best Buy Co Inc

2.08 678,224
Consumer Cyclical

International Business Machines Corp

1.84 601,524
Technology

JPMorgan Chase & Co

1.83 595,492
Financial Services