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AXS Esoterica NextG Economy ETF WUGI

Medalist Rating as of | See AXS Investment Hub

Morningstar’s Analysis WUGI

Will WUGI outperform in future?

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

Weakness in AXS Esoterica NextG Economy ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings WUGI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 66.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

22.96 6.4 Mil
Technology

Microsoft Corp

10.66 3.0 Mil
Technology

Us Dollars

7.36 2.1 Mil
Cash and Equivalents

Advanced Micro Devices Inc

6.74 1.9 Mil
Technology

Amazon.com Inc

4.93 1.4 Mil
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.76 1.3 Mil
Technology

Synopsys Inc

4.07 1.1 Mil
Technology

ASML Holding NV ADR

3.59 1.0 Mil
Technology

Broadcom Inc

3.22 898,714
Technology

Snowflake Inc Ordinary Shares - Class A

3.19 890,445
Technology