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BWTG
+0.36 · +0.93%
$38.78 · BATS

Brendan Wood TopGun ETF (BWTG) ETF Analysis | Large Growth

Brendan Wood TopGun Partnerships Inc. · USA
AUM:$20.1M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 20.9% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is BWTG?

The fund seeks to achieve its investment objective by investing, under normal market circumstances, a substantial portion of its assets in publicly listed equity securities included in a model portfolio provided by the fund"s investment sub-adviser. Construction of the model begins with the identification of approximately 1,400 companies composing the Brendan Wood "Shareholder Conviction Universe", which are generally stocks of liquid large and mid-capitalization companies that trade on a national exchange in the United States, including ADRs.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BWTG delivered 20.9% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 44.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$20.1M
Expense Ratio0.95%
Dividend Yield0.37%
Holdings25
Inception DateNov 2023
Domicile–
Distribution–
Index–
ProviderBrendan Wood TopGun Partnerships Inc.
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.0%
1Y
+12.6%
3Y
+69.7%
5Y
+69.7%
OpenBook InsightIf you had invested £10,000 in BWTG 5 years ago, it would have grown to £16,969 — a gain of £6,969.

Annual Returns

Calendar year performance

BWTG delivered positive returns in 4 of the last 4 calendar years.
YearBWTG
2026 YTD+6.8%
2025+16.6%
2024+22.0%
2023+12.6%
CAGR 3yr+17.0%
4/4 positive yearsAvg return: +14.5%Worst year: +6.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
14.2%
Low
Momentum
+0.5%
30-day change
Support Level
41.89
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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Openbook Analytics Ltd (Company No. SC843579) is registered in Scotland. Registered office: Strathclyde Inspire Hub, University of Strathclyde, Graham Hills Building (Level 6), 50 Richmond Street, Glasgow, G1 1XP. Openbook Analytics is not authorised or regulated by the Financial Conduct Authority (FCA). The content on this platform is provided for general informational and educational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of advice. You should not treat any content on this platform as a recommendation to buy, sell, or hold any financial instrument. Past performance is not a reliable indicator of future results. The value of investments and the income from them can go down as well as up, and you may get back less than you invest. User-generated content, including community posts and commentary, reflects the personal opinions of individual users, is not verified for accuracy, and does not represent the views of Openbook Analytics Ltd. You should always conduct your own research or consult a qualified, FCA-regulated financial adviser before making investment decisions. Data displayed on this platform may be delayed or inaccurate and is provided "as is" without warranty. Openbook Analytics Ltd accepts no liability for any loss arising from reliance on the information provided.