Impact Shares Ywca Etf Profile
| WOMN Etf | USD 40.16 0.20 0.50% |
Performance10 of 100
| Odds Of DistressLess than 9
|
Impact Shares is selling at 40.16 as of the 28th of November 2024; that is 0.5 percent decrease since the beginning of the trading day. The etf's open price was 40.36. Impact Shares has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Impact Shares YWCA are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund will, under normal circumstances, invest at least 80 percent of its total assets plus any borrowings for investment purposes in component securities of the underlying index. Impact Shares is traded on NYSEARCA Exchange in the United States. More on Impact Shares YWCA
Moving together with Impact Etf
| 0.97 | VTI | Vanguard Total Stock | PairCorr |
| 0.98 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 0.98 | IVV | iShares Core SP | PairCorr |
| 0.99 | VIG | Vanguard Dividend | PairCorr |
| 0.97 | VV | Vanguard Large Cap | PairCorr |
| 0.98 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against Impact Etf
Impact Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Theme ETFs, Large Blend, Impact Shares (View all Sectors) |
| Issuer | Impact Shares |
| Inception Date | 2018-08-27 |
| Benchmark | Morningstar Women s Empowerment Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 65.57 Million |
| Average Trading Valume | 1,837.5 |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | SEI Investments Global Funds Services |
| Advisor | Impact Shares, Corp |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Ethan Powell |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 202 |
| Market Maker | Jane Street |
| Total Expense | 0.75 |
| Management Fee | 0.75 |
| Country Name | USA |
| Returns Y T D | 21.98 |
| Name | Impact Shares YWCA Womens Empowerment ETF |
| Currency Code | USD |
| Open Figi | BBG00LTSNQ89 |
| In Threey Volatility | 16.77 |
| 1y Volatility | 11.82 |
| 200 Day M A | 36.6766 |
| 50 Day M A | 38.956 |
| Code | WOMN |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
Impact Shares YWCA [WOMN] is traded in USA and was established 2018-08-24. The fund is listed under Large Blend category and is part of Impact Shares family. The entity is thematically classified as Strategy ETFs. Impact Shares YWCA at this time have 28.56 M in net assets. , while the total return for the last 3 years was 10.4%.
Check Impact Shares Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Impact Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Impact Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Impact Shares YWCA Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Impact Shares YWCA Etf Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| ENPH | Enphase Energy | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| PFE | Pfizer Inc | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| META | Meta Platforms | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| DIS | Walt Disney | Stock | Communication Services |
Impact Shares YWCA Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Impact Shares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1242 | |||
| Jensen Alpha | 0.0071 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.03) |
Impact Shares Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Impact Shares YWCA. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in population. You can also try the FinTech Suite module to use AI to screen and filter profitable investment opportunities.
The market value of Impact Shares YWCA is measured differently than its book value, which is the value of Impact that is recorded on the company's balance sheet. Investors also form their own opinion of Impact Shares' value that differs from its market value or its book value, called intrinsic value, which is Impact Shares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Impact Shares' market value can be influenced by many factors that don't directly affect Impact Shares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Impact Shares' value and its price as these two are different measures arrived at by different means. Investors typically determine if Impact Shares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Impact Shares' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.