Question 1

What are the top holdings in ESN?

Accepted Answer

Essential 40 Stock ETF (ESN) holds 42 securities. View the complete list of top holdings sorted by portfolio weight, showing each security's ticker symbol, company name, asset type, and allocation percentage.

Question 2

How concentrated is ESN's portfolio?

Accepted Answer

Portfolio concentration is measured by the weight of top holdings. A concentrated portfolio has fewer large positions with higher individual weights, while a diversified portfolio distributes holdings more evenly. Review ESN's holdings table to analyze concentration risk.

Question 3

What is ESN's sector allocation?

Accepted Answer

The Sector Allocation chart shows how ESN distributes investments across different industries like Technology, Healthcare, Financials, and more. This sector exposure helps understand the fund's industry diversification strategy.

Question 4

What countries does ESN invest in?

Accepted Answer

ESN's geographic exposure is shown in the Countries tab under Portfolio Allocations. This reveals the fund's international diversification and exposure to different regions and global markets.

Question 5

How diversified is ESN ETF?

Accepted Answer

ESN's diversification can be assessed by reviewing its 42 holdings, sector allocation, and geographic exposure. A well-diversified ETF spreads investments across multiple securities, sectors, and regions to reduce concentration risk.

Question 6

What are ESN's largest positions by weight?

Accepted Answer

ESN's largest positions are listed in the holdings table, sorted by portfolio weight percentage. The top holdings represent the securities with the highest allocation in the fund's portfolio composition.

#	Symbol	Name	Type	Weight
1	INTC	Intel Corporation	Stock	4.70%
2	GOOGL	Alphabet Inc	Stock	3.61%
3	CVS	CVS Health Corporation	Stock	3.17%
4	IBM	International Business Machines Corporation	Stock	3.04%
5	JNJ	Johnson & Johnson	Stock	3.03%
6	ORCL	Oracle Corporation	Stock	2.86%
7	F	Ford Motor Company	Stock	2.85%
8	XOM	Exxon Mobil Corporation	Stock	2.82%
9	VZ	Verizon Communications Inc.	Stock	2.82%
10	MPC	Marathon Petroleum Corporation	Stock	2.82%
11	FDX	FedEx Corporation	Stock	2.81%
12	LLY	Eli Lilly and Company	Stock	2.79%
13	MMM	3M Company	Stock	2.78%
14	T TSX:NTR	Nutrien Ltd.	Stock	2.76%
15	JPM	JPMorgan Chase & Co	Stock	2.75%
16	SYY	Sysco Corporation	Stock	2.73%
17	EPD	Enterprise Products Partners L.P.	Stock	2.67%
18	CME	CME Group Inc.	Stock	2.65%
19	AAPL	Apple Inc	Stock	2.64%
20	CB	Chubb Limited	Stock	2.62%
21	META	Meta Platforms, Inc.	Stock	2.60%
22	LMT	Lockheed Martin Corporation	Stock	2.59%
23	FCX	Freeport-McMoRan Inc.	Stock	2.57%
24	PFE	Pfizer Inc.	Stock	2.55%
25	BA	The Boeing Company	Stock	2.54%
26	NEM	Newmont Corporation	Stock	2.52%
27	HD	The Home Depot, Inc.	Stock	2.51%
28	DUK	Duke Energy Corporation	Stock	2.51%
29	WM	Waste Management, Inc.	Stock	2.50%
30	COST	Costco Wholesale Corporation	Stock	2.50%
31	T TO:NTR	Nutrien Ltd	Stock	2.49%
32	DAL	Delta Air Lines, Inc.	Stock	2.48%
33	MAS	Masco Corporation	Stock	2.48%
34	BRK.B	Berkshire Hathaway Inc	Stock	2.48%
35	PANW	Palo Alto Networks Inc	Stock	2.47%
36	MSFT	Microsoft Corporation	Stock	2.47%
37	AMZN	Amazon.com, Inc	Stock	2.35%
38	V	Visa Inc	Stock	2.35%
39	AWK	American Water Works Company, Inc	Stock	2.31%
40	ADP	Automatic Data Processing, Inc	Stock	1.91%
41	CMCSA	Comcast Corporation	Stock	1.58%
42	UNH	UnitedHealth Group Incorporated	Stock	1.24%

ESN ETF Holdings: Essential 40 Stock ETF

Portfolio Allocations

Top 42 Holdings by Portfolio Weight