WaterETF avatar

WaterETF
🇪🇸 Utilities and Manufacturing Investor.
13 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Cash Allocation

Range

Highest Cash
December 20, 2023
Lowest Cash
January 3, 2024
Average Cash

Portfolio Diversification

Range

Most Diversified
16 instruments
January 1, 2022
Least Diversified
0 instruments
February 2, 2025
Average
14.1 instruments

Most Consistent Holdings

Top 5

avatarVIE.PA
99.85%
avatarDHR
99.85%
avatarECL
99.85%
avatarXYL
99.85%
avatarAWK
99.85%

Position Sizing

Analysis

Avg Largest Position
Avg Smallest Position
Size Distribution
Small (<10%)
Medium (10-20%)
Large (>20%)

Market Exposure

Analysis

Highest Exposure
January 3, 2024
Lowest Exposure
December 20, 2023
Average Exposure
30-Day Trend
Current Average
Monthly Change

Top Sectors

Top 5

Utilities
32.16%
Producer Manufacturing
26.35%
Industrial Services
7.48%
Process Industries
7.47%
ETFs
4.28%

Top Countries

Top 5

🇺🇸United States
61.97%
🇬🇧United Kingdom
7.67%
🇫🇷France
7.55%
🇧🇷Brazil
2.12%
🇳🇴Norway
1.72%

Holdings over time

(Since January 1, 2022)

InstrumentAvg. ExposureCurrent ExposureTime HoldingLast Closed
Essential UtilitiesEssential Utilities (WTRG)
10.26%0%76.93%10/19/2025
American WaterAmerican Water (AWK)
8.08%0%99.85%10/20/2025
PentairPentair (PNR)
7.67%0%99.85%10/20/2025
Tetra TechTetra Tech (TTEK)
7.48%0%99.85%10/20/2025
EcolabEcolab (ECL)
7.47%0%99.85%10/20/2025
VeoliaVeolia (VIE.PA)
7.38%0%99.85%10/20/2025
XylemXylem (XYL)
6.04%0%99.85%10/20/2025
First Trust Water ETFFirst Trust Water ETF (FIW.US)
4.28%0%45.91%10/20/2025
A O SmithA O Smith (AOS)
3.53%0%99.85%10/20/2025
Zurn ElkayZurn Elkay (ZWS)
3.14%0%99.85%10/20/2025
DanaherDanaher (DHR)
3.13%0%99.85%10/20/2025
ADSADS (WMS)
2.72%0%46.57%10/20/2025
Evoqua Water Technologies CorpEvoqua Water Technologies Corp (AQUA)
2.51%0%28.96%2/21/2023
American States WaterAmerican States Water (AWR)
2.26%0%70.89%10/20/2025
SABESPSABESP (SBS)
2.12%0%28.96%2/21/2023
Cal WaterCal Water (CWT)
2.06%0%70.89%10/20/2025
MuellerMueller (MWA)
1.79%0%28.96%2/21/2023
Norsk HydroNorsk Hydro (NHY.OL)
1.72%0%29.03%2/22/2023
IDEXIDEX (IEX)
1.28%0%28.96%2/21/2023
VeraltoVeralto (VLTO)
0.17%0%54.83%10/20/2025
SuezSuez (SEV.PA)
0.17%0%3.61%2/18/2022
ItronItron (ITRI)
0.05%0%0.96%3/6/2023

Exposure over time

Exposure by Sector

Exposure by Country

Portfolio Time Machine

Portfolio date
InstrumentInvestedValue
Essential UtilitiesEssential Utilities (WTRG)
17.49%17.18%
PentairPentair (PNR)
6.41%9.96%
First Trust Water ETFFirst Trust Water ETF (FIW.US)
8.75%9.49%
EcolabEcolab (ECL)
6.12%6.79%
Tetra TechTetra Tech (TTEK)
5.83%6.53%
XylemXylem (XYL)
5.83%5.85%
VeoliaVeolia (VIE.PA)
5.83%5.4%
American WaterAmerican Water (AWK)
7.29%5.3%
ADSADS (WMS)
5.83%5.02%
Zurn ElkayZurn Elkay (ZWS)
2.92%2.91%
American States WaterAmerican States Water (AWR)
2.92%2.42%
A O SmithA O Smith (AOS)
2.92%2.4%
Cal WaterCal Water (CWT)
2.92%2.2%
DanaherDanaher (DHR)
2.92%2.18%
VeraltoVeralto (VLTO)
0%0.32%

Cash & Instruments Over Time

Cash Exposure %

Number of Instruments