SWX:WFNS Holdings Information

SWX:WFNS is an equity ETF with a total of 251 individual holdings. The top holdings are JPMorgan Chase & Co. stock at 5.90%, Visa Inc. at 4.44%, Mastercard at 4.44%, Berkshire Hathaway at 3.83%, and Morgan Stanley at 2.26%.

Total Holdings

251

Top 10 Percentage

30.87%

Asset Class

Equity

ETF Category

Total Market

Assets

168.79M

PE Ratio

16.37

Sector Allocation

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	5.90%	33,391
2	V	Visa Inc.	4.44%	21,458
3	MA	Mastercard Incorporated	4.44%	13,450
4	BRK.B	Berkshire Hathaway Inc.	3.83%	13,631
5	MS	Morgan Stanley	2.26%	26,642
6	BAC	Bank of America Corporation	2.21%	78,019
7	AXP	American Express Company	2.17%	12,100
8	SPGI	S&P Global Inc.	2.05%	6,561
9	WFC	Wells Fargo & Company	1.80%	37,386
10	SWX: ZURN	Zurich Insurance Group AG	1.77%	4,383
11	BK	The Bank of New York Mellon Corporation	1.76%	29,194
12	EPA: CS	AXA SA	1.58%	54,796
13	PNC	The PNC Financial Services Group, Inc.	1.58%	13,905
14	TSX: BNS	The Bank of Nova Scotia	1.54%	46,545
15	ASX: CBA	Commonwealth Bank of Australia	1.54%	22,763
16	COF	Capital One Financial Corporation	1.51%	11,885
17	MCO	Moody's Corporation	1.50%	4,973
18	NDAQ	Nasdaq, Inc.	1.34%	23,572
19	ETR: MUV2	Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München	1.28%	3,297
20	ETR: ALV	Allianz SE	1.24%	5,281
21	LON: HSBA	HSBC Holdings plc	1.22%	167,577
22	SWX: UBSG	UBS Group AG	1.21%	53,919
23	TSX: SLF	Sun Life Financial Inc.	1.21%	33,402
24	PRU	Prudential Financial, Inc.	1.19%	19,782
25	TSX: TD	The Toronto-Dominion Bank	1.16%	26,668

As of Jul 30, 2025

Showing 25 of 251

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