AWSHX
American Funds Washington Mutual A
1W: -2.2%
1M: -8.2%
3M: -6.3%
YTD: -6.1%
1Y: +5.8%
3Y: +49.9%
5Y: +62.0%
$63.22
+0.07 (+0.11%)
Weekly Expected Move ±1.7%
$59
$61
$62
$63
$64
ETF-Level Metrics
AUM$142.0B
Holdings177
Top 10 Wt30.7%
Beta0.78
% Profitable89%
Coverage94%
Portfolio Valuation
P/E691.0
P/B205.4
P/S155.6
EV/EBITDA19.7
P/FCF812.4
PEG27.14
Profitability & Returns
Gross Margin52.9%
Net Margin22.5%
ROE32.2%
ROA8.0%
ROIC26.8%
Div Yield1.76%
Leverage & Liquidity
Debt/Equity0.72
Debt/Assets0.19
Net Debt/EBITDA0.1x
Interest Cov6.3x
Current Ratio0.91
Quick Ratio0.86
Growth (YoY)
Revenue+13.1%
Net Income+30.1%
EPS+38.1%
FCF+27.0%
EBITDA+22.2%
Rev CAGR 3Y+12.4%
Quality Scores
Piotroski F6.9
Altman Z7.65
IS Quality74.4
IS Overall59.8
IS Value47.3
Median P/E25.5
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 23 | 26.5% | -13.2 |
| Financial Services | 33 | 16.4% | 20.2 |
| Industrials | 30 | 12.2% | 31.0 |
| Healthcare | 16 | 10.6% | 31.6 |
| Consumer Defensive | 18 | 7.5% | 15.6 |
| Consumer Cyclical | 16 | 6.6% | 26.7 |
| Other | 11 | 4.4% | — |
| Utilities | 10 | 4.3% | 26.9 |
| Communication Services | 7 | 3.8% | 15.3 |
| Energy | 9 | 2.9% | 22.2 |
| Real Estate | 7 | 2.4% | 45.9 |
| Basic Materials | 8 | 2.2% | 2.9 |
Smart Money Overlap
32 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 8.28% | 4 | Bullish | 1 | 10 | -2.2% |
| RTX | RTX Corporation | 1.71% | 4 | Bullish | 18 | 3 | +0.2% |
| JPM | JPMorgan Chase & Co. | 1.66% | 4 | Bullish | 14 | 9 | +0.2% |
| WELL | Welltower Inc. | 1.44% | 4 | Bullish | 6 | 1 | -2.4% |
| META | Meta Platforms, Inc. | 1.32% | 4 | Bullish | 42 | 14 | -3.2% |
| CVS | CVS Health Corporation | 1.16% | 4 | Bullish | 26 | 2 | +2.3% |
| SRE | Sempra | 0.96% | 4 | Bullish | 7 | 1 | +7.2% |
| HD | The Home Depot, Inc. | 0.80% | 4 | Bullish | 11 | 11 | -3.3% |
| IBM | International Business Machines Corporation | 0.61% | 4 | Bullish | 10 | 8 | +2.5% |
| ABBV | AbbVie Inc. | 0.58% | 4 | Bullish | 15 | 1 | -4.0% |
| EOG | EOG Resources, Inc. | 0.56% | 4 | Bullish | 21 | 1 | +26.6% |
| LHX | L3Harris Technologies, Inc. | 0.56% | 4 | Bullish | 14 | 1 | +0.6% |
| COP | ConocoPhillips | 0.55% | 4 | Bullish | 1 | 3 | +22.3% |
| AJG | Arthur J. Gallagher & Co. | 0.52% | 4 | Bullish | 19 | 1 | -4.3% |
| KKR | KKR & Co. Inc. | 0.46% | 4 | Bullish | 13 | 1 | -2.7% |
| DE | Deere & Company | 0.40% | 4 | Bullish | 10 | 3 | +22.9% |
| DIS | The Walt Disney Company | 0.31% | 4 | Bullish | 29 | 3 | +0.3% |
| INTC | Intel Corporation | 0.30% | 4 | Bullish | 2 | 2 | +10.5% |
| CME | CME Group Inc. | 0.30% | 4 | Bullish | 13 | 1 | +2.5% |
| AON | Aon plc | 0.28% | 4 | Bullish | 1 | 3 | +1.6% |
Showing 50 of 188 holdings
· Page 1 of 4
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 8.28% | $17.2B | 46,426,597 | 59.7 | $1.5T | Technology |
| 2 | MICROSOFT CORP | MSFT | 6.19% | $12.8B | 24,786,706 | 23.3 | $2.8T | Technology |
| 3 | CAPITAL GROUP CENTRAL CASH FUND Cash | — | 3.32% | $6.9B | 68,848,877 | — | — | — |
| 4 | PHILIP MORRIS INTERNATIONAL INC | PMI.SW | 3.06% | $6.3B | 43,921,309 | 21.7 | $210.2B | Consumer Defensive |
| 5 | APPLE INC | AAPL.NE | 2.34% | $4.9B | 17,957,472 | 32.0 | $5.1T | Technology |
| 6 | NVIDIA CORP | NVDA | 2.26% | $4.7B | 23,110,502 | 35.9 | $4.3T | Technology |
| 7 | ELI LILLY AND CO | LLY | 1.81% | $3.7B | 4,337,870 | 40.7 | $884.0B | Healthcare |
| 8 | UNITEDHEALTH GROUP INC | UNH.BA | 1.74% | $3.6B | 10,590,910 | 20.9 | $370.0T | Healthcare |
| 9 | RTX CORP | RTX | 1.71% | $3.5B | 19,862,796 | 39.2 | $263.4B | Industrials |
| 10 | MARSH & MCLENNAN COMPANIES INC | MMC | 1.68% | $3.5B | 19,593,395 | 20.4 | $89.8B | Financial Services |
| 11 | JPMORGAN CHASE & CO | JPM | 1.66% | $3.4B | 11,085,290 | 14.4 | $794.5B | Financial Services |
| 12 | GENERAL ELECTRIC CO AKA GE AEROSPACE | GEC.L | 1.47% | $3.0B | 9,871,721 | 34.5 | $259.9B | Industrials |
| 13 | WELLTOWER INC | WELL | 1.44% | $3.0B | 16,500,343 | 148.9 | $141.2B | Real Estate |
| 14 | NORTHROP GRUMMAN CORP | NOC | 1.43% | $3.0B | 5,095,896 | 24.0 | $99.7B | Industrials |
| 15 | ROYAL CARIBBEAN CRUISES LTD | 0I1W.L | 1.42% | $2.9B | 10,274,338 | 17.4 | $75.6B | Consumer Cyclical |
| 16 | ALPHABET INC | GOOGL.SW | 1.39% | $2.9B | 10,243,156 | 27.0 | $2.9T | Technology |
| 17 | ALPHABET INC | GOOG | 1.36% | $2.8B | 9,973,630 | 27.0 | $3.6T | Communication Services |
| 18 | BANK OF AMERICA CORP | BAC | 1.35% | $2.8B | 52,501,089 | 11.9 | $354.4B | Financial Services |
| 19 | VISA INC | V.BA | 1.33% | $2.8B | 8,080,260 | 27.7 | $811.1T | Financial Services |
| 20 | META PLATFORMS INC | META | 1.32% | $2.7B | 4,206,269 | 24.0 | $1.4T | Communication Services |
| 21 | AMGEN INC | AMGN | 1.30% | $2.7B | 9,027,317 | 24.3 | $187.6B | Healthcare |
| 22 | BLACKROCK INC | BLK | 1.23% | $2.5B | 2,349,068 | 27.0 | $150.3B | Financial Services |
| 23 | CVS HEALTH CORP | CVS | 1.16% | $2.4B | 30,669,879 | 52.8 | $93.5B | Healthcare |
| 24 | ABBOTT LABORATORIES | ABT.SW | 1.15% | $2.4B | 19,305,943 | 27.5 | $146.8B | Healthcare |
| 25 | CONSTELLATION ENERGY CORP | CEG | 1.12% | $2.3B | 6,143,138 | 36.8 | $85.2B | Utilities |
| 26 | KLA CORP | KLAC | 1.11% | $2.3B | 1,911,565 | 43.8 | $199.3B | Technology |
| 27 | BRITISH AMERICAN TOBACCO PLC | BTI | 1.05% | $2.2B | 42,532,367 | 12.4 | $126.6B | Consumer Defensive |
| 28 | CAPITAL ONE FINANCIAL CORP | COF | 1.00% | $2.1B | 9,427,486 | 40.1 | $113.1B | Financial Services |
| 29 | ASML HOLDING NV | ASML | 0.97% | $2.0B | 1,899,323 | 46.7 | $507.7B | Technology |
| 30 | SEMPRA | SRE | 0.96% | $2.0B | 21,701,827 | 35.3 | $64.8B | Utilities |
| 31 | MASTERCARD INC | MA.BA | 0.84% | $1.7B | 3,153,644 | 29.6 | $631.0T | Financial Services |
| 32 | HOME DEPOT INC | HD | 0.80% | $1.7B | 4,348,185 | 22.6 | $320.3B | Consumer Cyclical |
| 33 | SOUTHERN CO/THE | SO | 0.73% | $1.5B | 16,164,933 | 24.8 | $109.1B | Utilities |
| 34 | AMAZON.COM INC | AMZN | 0.70% | $1.4B | 5,931,824 | 28.9 | $2.3T | Consumer Cyclical |
| 35 | COMCAST CORP | CMCSA | 0.69% | $1.4B | 51,477,602 | 5.1 | $101.8B | Communication Services |
| 36 | STARBUCKS CORP | SBUX | 0.69% | $1.4B | 17,712,787 | 75.1 | $103.0B | Consumer Cyclical |
| 37 | GILEAD SCIENCES INC | GILD.SW | 0.69% | $1.4B | 11,903,058 | — | $137.6B | Healthcare |
| 38 | UNION PACIFIC CORP | UNP.DE | 0.68% | $1.4B | 6,383,384 | 20.3 | $125.1B | Industrials |
| 39 | MORGAN STANLEY | MS | 0.66% | $1.4B | 8,328,978 | 15.4 | $263.2B | Financial Services |
| 40 | TRUIST FINANCIAL CORP | TFC | 0.65% | $1.4B | 30,265,854 | 11.3 | $58.9B | Financial Services |
| 41 | EXXON MOBIL CORP | XOM | 0.64% | $1.3B | 11,607,076 | 24.1 | $669.5B | Energy |
| 42 | SALESFORCE INC | CRM.NE | 0.63% | $1.3B | 5,000,952 | 23.5 | $230.2B | Technology |
| 43 | BOEING CO/THE | BA | 0.62% | $1.3B | 6,439,889 | 71.6 | $163.5B | Industrials |
| 44 | INTERNATIONAL BUSINESS MACHINES CORP | IBM | 0.61% | $1.3B | 4,128,817 | 21.9 | $232.8B | Technology |
| 45 | WELLS FARGO & CO | WFC | 0.61% | $1.3B | 14,445,072 | 12.0 | $248.7B | Financial Services |
| 46 | CITIZENS FINANCIAL GROUP INC | CFG | 0.60% | $1.2B | 24,467,662 | 14.4 | $26.2B | Financial Services |
| 47 | CATERPILLAR INC | CAT | 0.60% | $1.2B | 2,145,153 | 37.7 | $335.6B | Industrials |
| 48 | MOTOROLA SOLUTIONS INC | MSI | 0.58% | $1.2B | 2,973,286 | 33.9 | $73.1B | Technology |
| 49 | ABBVIE INC | ABBV | 0.58% | $1.2B | 5,511,799 | 88.0 | $369.2B | Healthcare |
| 50 | ASTRAZENECA PLC Private | — | 0.58% | $1.2B | 14,506,868 | — | — | — |