WOMN hits a new 52-week high as AI-driven gains in major tech holdings and a focus on gender diversity lift the ETF.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 100 | $4,066 | $4,292 | $226 | 5.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,209 | $670,136.78 | $783,688.05 | $113,551.27 | 16.94% |
Lukas Lindgren Abound Wealth Management | 324 | $8,528.44 | $13,939.81 | $5,411.37 | 63.45% |
| SS Sheryl Stephens Stephens Consulting LLC | 200 | $7,141.25 | $8,628 | $1,486.75 | 20.82% |
Alexandra Stickelman Root Financial Partners, LLC | 147 | $5,977 | $6,344.53 | $367.53 | 6.15% |
| ARCA Exchange | US Country |
This company operates a fund dedicated to investing in U.S. large and mid-capitalization companies that are empowering to women. The fund aims to ensure that at least 80% of its total assets, along with any borrowings for investment purposes, are allocated towards securities that are part of its underlying index. This underlying index is specifically crafted to gauge the performance of companies that not only empower women but also match the risk and return characteristics similar to those of the Morningstar U.S. Large-Mid Cap ® Index, referred to as the "parent index." Through its strategic investments, the fund seeks to make a positive impact on gender equality in the business world while targeting financial returns that align with major market indices.
The primary product offered is the investment fund that focuses on companies empowering to women. This fund operates with a clear mandate to dedicate at least 80% of its assets, in addition to any funds borrowed for investment purposes, to securities that form part of an underlying index. This underlying index is purposively designed to track the performance of U.S. companies that not only have large and mid-size market capitalizations but also stand out for their initiatives and policies that empower women within their workforces and leadership structures. The investment approach mirrors the risk and return parameters of the Morningstar U.S. Large-Mid Cap ® Index, ensuring that the fund also aligns with broader market performances while championing gender equality.