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Empowered Funds, LLCLarge GrowthBWQG · Cboe BZX

BWM Quality Growth ETF (BWQG)

Price
$26.81
—25 Sept 2026
Assets
$34.8M
Total net assets
Expense ratio
0.70%
Category 0.90%
Yield
—
Trailing distributions
3Y CAGR
—
Category 25.3%
5Y CAGR
—
Category 10.7%
Loading NAV history…
BWM Quality Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
—
Downside capture
—
Tracking error
—
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF+4.5%———————+5.8%
Large Growth average2.0%5.0%25.4%12.1%14.9%25.3%10.7%16.3%14.3%
Difference+2.5%———————-8.5%

Holdings

The 10 largest positions make up 62.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
RSPInvesco S&P 500® Equal Weight ETF10.29%
NVDANVIDIA Corp10.26%
MUMicron Technology Inc6.87%
AMZNAmazon.com Inc6.49%
METAMeta Platforms Inc Class A6.21%
GOOGAlphabet Inc Class C5.16%
NOWServiceNow Inc4.99%
CRWDCrowdStrike Holdings Inc Class A4.32%
ASMLASML Holding NV ADR3.92%
ISRGIntuitive Surgical Inc3.53%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
27.0
P/B
7.1
P/S
5.4
P/CF
20.4

Sector allocation

Share of the equity the fund holds.

44.4%Technology11 sectors
  1. Technology44.4%
  2. Financial services12.9%
  3. Communication services12.1%
  4. Consumer discretionary10.5%
  5. Industrials10.5%
  6. Health care5.4%
  7. Energy1.7%
  8. Consumer staples0.9%
  9. Utilities0.6%
  10. Real estate0.6%
  11. Materials0.5%

Asset mix

  • Stocks99.6%
  • Cash0.5%

ETF details

Issuer
Empowered Funds, LLC
Category
Equity · Large Growth
Ticker
BWQG
Exchange
Cboe BZX
Inception
8 Jul 2026 (0.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.70% (category 0.90%)
Holdings turnover
0% (category 62%)
Distribution yield
—
Beta, 3 years
0.00
Total net assets
$34.8M

Prices and returns as of 25 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large growth ETFs

Other ETFs in the Large Growth category.

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Investment research for ETFs, mutual funds and stocks. Data is for research and education. It is not a recommendation to buy or sell any security. Mutual fund investments are subject to market risk; read all scheme documents carefully.

© 2026 Evenfolio
build 62 · 2026-09-28 17:30 UTC

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