IWFM.L Holdings
iShares Edge MSCI World Momentum Factor UCITS ETF
1W: +0.9%
1M: +6.6%
3M: +1.3%
YTD: +21.7%
1Y: +32.8%
3Y: +100.4%
5Y: +88.9%
£9,069.00 ($120.05)
+124.00 (+1.39%)
Weekly Expected Move ±2.4%
£8630
£8849
£9069
£9289
£9508
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$3.1B
Holdings—
Top 10 Wt—%
Beta0.54
% Profitable—%
Coverage100%
Portfolio Valuation
P/E23.2
P/B3.4
P/S3.5
EV/EBITDA14.7
P/FCF24.2
PEG1.36
Profitability & Returns
Gross Margin45.1%
Net Margin15.0%
ROE15.3%
ROA1.2%
ROIC23.1%
Div Yield1.57%
Leverage & Liquidity
Debt/Equity2.22
Debt/Assets0.18
Net Debt/EBITDA-4.8x
Interest Cov1.3x
Current Ratio2.34
Quick Ratio2.29
Growth (YoY)
Revenue+33.5%
Net Income+62.6%
EPS+61.3%
FCF+60.6%
EBITDA+57.6%
Rev CAGR 3Y+20.5%
Quality Scores
Piotroski F6.8
Altman Z10.48
IS Quality73.9
IS Overall64.3
IS Value50.7
Median P/E21.1
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 60 | 39.8% | 209.1 |
| Financial Services | 81 | 15.9% | 13.5 |
| Industrials | 67 | 10.8% | 33.7 |
| Energy | 35 | 10.3% | 16.2 |
| Healthcare | 26 | 8.2% | 27.3 |
| Communication Services | 10 | 5.4% | 16.6 |
| Basic Materials | 25 | 3.2% | 28.9 |
| Consumer Cyclical | 12 | 1.8% | 27.5 |
| Utilities | 14 | 1.6% | 49.1 |
| Consumer Defensive | 12 | 1.6% | 22.6 |
| Real Estate | 7 | 1.1% | 68.8 |
| Other | 31 | 0.3% | — |
Smart Money Overlap
9 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| INTC | Intel Corp. | 2.99% | 4 | Bullish | 1 | 6 | +22.1% |
| WELL | Welltower Inc. | 0.58% | 4 | Bullish | 4 | 2 | -5.7% |
| DVN | Devon Energy Corporation | 0.15% | 4 | Bullish | 1 | 2 | -3.5% |
| SPG | Simon Property Group, Inc. | 0.10% | 4 | Bullish | 39 | 4 | +0.1% |
| CASY | Casey's General Stores, Inc. | 0.09% | 4 | Bullish | 1 | 2 | -20.7% |
| VTR | Ventas, Inc. | 0.07% | 4 | Bullish | 1 | 1 | +6.3% |
| Q | Qnity Electronics, Inc. | 0.05% | 4 | Bullish | 1 | 2 | -4.9% |
| HUM | Humana Inc. | 0.11% | 3 | Bullish | 0 | 3 | +102.1% |
| OKTA | Okta, Inc. | 0.06% | 3 | Bullish | 2 | 0 | +193.6% |
Showing 50 of 380 holdings
· Page 1 of 8
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY | MU | 5.48% | $263.8M | 331,016 | 14.3 | $1.2T | Technology |
| 2 | ADVANCED MICRO DEVICES | AMD | 4.59% | $220.7M | 480,312 | 160.9 | $1.0T | Technology |
| 3 | INTEL CORPORATION | INTC | 2.99% | $143.6M | 1,636,439 | -56.6 | $601.9B | Technology |
| 4 | ALPHABET CLASS A | GOOGL | 2.69% | $129.2M | 498,486 | 16.9 | $4.2T | Communication Services |
| 5 | ASML HOLDING | ASML.AS | 2.60% | $125.0M | 94,650 | 60.0 | $637.1B | Technology |
| 6 | JOHNSON & JOHNSON | JNJ | 2.48% | $119.1M | 579,195 | 29.6 | $617.0B | Healthcare |
| 7 | EXXONMOBIL HOLDINGS CORP | XOM | 2.27% | $109.2M | 889,100 | 21.1 | $679.7B | Energy |
| 8 | ALPHABET CLASS C | GOOG | 2.13% | $102.3M | 399,150 | 16.9 | $4.1T | Communication Services |
| 9 | LAM RESEARCH | LRCX | 1.93% | $92.7M | 389,940 | 60.0 | $434.6B | Technology |
| 10 | APPLIED MATERIAL INC | AMAT | 1.90% | $91.5M | 248,651 | 46.3 | $428.8B | Technology |
| 11 | CISCO SYSTEMS INC | CSCO | 1.82% | $87.6M | 1,086,121 | 33.4 | $442.2B | Technology |
| 12 | CATERPILLAR INC | CAT | 1.81% | $86.9M | 140,129 | 36.2 | $389.4B | Industrials |
| 13 | SEAGATE TECHNOLOGY HOLDINGS PLC | STX | 1.57% | $75.4M | 108,265 | 58.4 | $190.4B | Technology |
| 14 | ROYAL BANK OF CANADA | RY.TO | 1.40% | $67.1M | 440,930 | 17.5 | $387.6B | Financial Services |
| 15 | GE VERNOVA | GEV | 1.38% | $66.4M | 92,443 | 28.0 | $263.3B | Industrials |
| 16 | HSBC HOLDINGS PLC | HSBA.L | 1.30% | $62.4M | 4,108,983 | 13.5 | $247.8B | Financial Services |
| 17 | WESTERN DIGITAL CORP | WDC | 1.26% | $60.8M | 177,505 | 15.3 | $143.1B | Technology |
| 18 | MERCK & CO INC | MRK | 1.13% | $54.4M | 483,697 | 114.5 | $356.4B | Healthcare |
| 19 | TORONTO DOMINION | TD.TO | 1.02% | $49.3M | 544,539 | 18.0 | $277.7B | Financial Services |
| 20 | CHEVRON | CVX | 1.02% | $48.9M | 313,366 | 19.7 | $411.8B | Energy |
| 21 | SANDISK | SNDK | 0.95% | $45.6M | 35,224 | 22.1 | $254.7B | Technology |
| 22 | KLA | KLAC | 0.92% | $44.2M | 309,244 | 56.2 | $270.3B | Technology |
| 23 | MARVELL TECHNOLOGY | MRVL | 0.85% | $41.1M | 215,752 | 89.3 | $238.5B | Technology |
| 24 | KIOXIA HOLDINGS | 285A.T | 0.85% | $40.9M | 159,600 | 22.9 | $31.7T | Technology |
| 25 | PALO ALTO NETWORKS | PANW | 0.84% | $40.6M | 136,879 | 876.6 | $328.6B | Technology |
| 26 | NOVARTIS AG | NOVN.SW | 0.83% | $40.0M | 362,751 | 21.3 | $221.1B | Healthcare |
| 27 | SHELL | SHEL.L | 0.82% | $39.5M | 1,077,809 | 10.4 | $199.0B | Energy |
| 28 | MITSUBISHI UFJ FINANCIAL GROUP | 8306.T | 0.80% | $38.6M | 2,162,200 | 14.9 | $40.0T | Financial Services |
| 29 | ROCHE PS PAR AG | ROP.SW | 0.78% | $37.4M | 115,836 | 22.5 | $275.2B | Healthcare |
| 30 | TOTALENERGIES | TTE.PA | 0.76% | $36.6M | 533,077 | 10.4 | $165.6B | Energy |
| 31 | BANCO SANTANDER | SAN.MC | 0.72% | $34.6M | 3,217,882 | 10.6 | $173.3B | Financial Services |
| 32 | TEXAS INSTRUMENT INC | TXN | 0.70% | $33.7M | 160,205 | 44.4 | $268.3B | Technology |
| 33 | ANALOG DEVICES | ADI | 0.69% | $33.0M | 110,527 | 49.3 | $203.2B | Technology |
| 34 | ADVANTEST | 6857.T | 0.67% | $32.0M | 197,800 | 61.0 | $28.0T | Technology |
| 35 | CORNING | GLW | 0.67% | $32.0M | 279,309 | 74.3 | $141.4B | Technology |
| 36 | BHP GROUP LTD | BHP.AX | 0.66% | $31.9M | 1,004,302 | 22.0 | $311.0B | Basic Materials |
| 37 | CITIGROUP | C | 0.64% | $30.9M | 311,172 | 13.6 | $220.4B | Financial Services |
| 38 | DELL TECHNOLOGIES INC CLASS C | DELL | 0.61% | $29.2M | 71,075 | 32.2 | $373.6B | Technology |
| 39 | UNITEDHEALTH GROUP | UNH | 0.60% | $28.9M | 101,177 | 23.9 | $337.7B | Healthcare |
| 40 | WELLTOWER | WELL | 0.58% | $28.1M | 159,320 | 118.1 | $164.2B | Real Estate |
| 41 | IBERDROLA | IBE.MC | 0.57% | $27.6M | 1,582,255 | 19.1 | $138.9B | Utilities |
| 42 | COCA-COLA | KO | 0.56% | $27.2M | 411,958 | 25.7 | $368.5B | Consumer Defensive |
| 43 | VALERO ENERGY CORP | VLO | 0.56% | $26.9M | 91,391 | 16.8 | $117.0B | Energy |
| 44 | SUMITOMO MITSUI FINANCIAL GROUP | 8316.T | 0.56% | $26.9M | 802,000 | 14.9 | $25.3T | Financial Services |
| 45 | CANADIAN IMPERIAL BANK OF COMMERCE | CM.TO | 0.56% | $26.7M | 314,437 | 15.1 | $146.7B | Financial Services |
| 46 | TOKYO ELECTRON | 8035.T | 0.55% | $26.6M | 98,600 | 44.5 | $27.5T | Technology |
| 47 | ABB LTD | ABBN.SW | 0.54% | $26.0M | 358,640 | 35.7 | $148.6B | Industrials |
| 48 | BANCO BILBAO VIZCAYA ARGENTARIA SA | BBVA.MC | 0.53% | $25.7M | 1,184,320 | 12.3 | $131.1B | Financial Services |
| 49 | CROWDSTRIKE HOLDINGS CLASS A | CRWD | 0.53% | $25.3M | 129,084 | 7671.6 | $275.0B | Technology |
| 50 | DBS GROUP HOLDINGS LTD | D05.SI | 0.52% | $25.1M | 543,000 | 19.5 | $219.1B | Financial Services |