Constituent dispersion · breadth vs the index

AW40 — Agentic Winners 40 (EW)

38/40 covered · 95% by weight · benchmark: AW40 price · closes through 2026-09-03 ·holdings as of 2026-09-03

Concentration 12.5% in top 5 40 effective names · HHI 250
RS vs S&P 500 21d +11.59pp sector return − SPY
RS vs Nasdaq-100 21d +11.98pp sector return − QQQ
Broad advance - breadth is rising with price. Last 21 sessions — price +12.03% · A/D +12 (+0.32/name)
AW40 price
Cumulative advance / decline of constituents — rises when more names are up than down; turns before price at inflections

Divergence over time — price vs breadth, by horizon

The hero read is the 1-month picture; here the same price↔breadth divergence across 1 week / 1 month / 1 quarter, computed over the 126-session history. A/D /name is net advancers-minus-decliners per covered constituent; % beating Δ and median−ETF Δ show how participation shifted. Price rising while those fall = the move is narrowing under the surface.

HorizonPriceA/D /name% beating ΔMedian−ETF ΔRead
1 week +0.18% -0.11 -4pp +1.54pp Weakening
1 month +12.03% +0.32 -18pp -6.29pp Confirming ↑
1 quarter +22.74% +1.63 -14pp -4.65pp Confirming ↑

Over the last 126 sessions: price up +26.11%, breadth up (+2.32/name) · % beating 63→35 · median−ETF +2.22pp→-5.60pp.

Stocks above their moving average — participation breadth

Of the 38 covered constituents, the share trading above each simple moving average — the classic breadth gauge. A firm index price with a low %-above-MA is a narrow, top-heavy tape. As of 2026-09-03.

5-day 57.89% 22/38 above
20-day 65.79% 25/38 above
50-day 89.47% 34/38 above
100-day 86.84% 33/38 above
150-day 78.95% 30/38 above
200-day 75.68% 28/37 above
% of constituents above their 50-day average — breadth over the last year; 50% is the participation midpoint

New highs & new lows — by horizon

How many of the 38 covered constituents closed today at a new high (or low) over each window, and the net. A shrinking net as the index holds up = fewer names leading.

HorizonNew highsNew lowsNet
5-Day 10 (26%) 4 (11%) +6
1-Month 8 (21%) 0 (0%) +8
3-Month 6 (16%) 0 (0%) +6
6-Month 4 (11%) 0 (0%) +4
52-Week 1 (3%) 0 (0%) +1
YTD 1 (3%) 0 (0%) +1

Dispersion by window

WindowETFMedianMedian − ETF Up / DownBeat / Lag±1% bandDispersion
1d +2.12% +1.56% -0.56pp 29 / 8 16 / 22 15 of 38 ±2.38%
5d +0.18% +0.42% +0.24pp 21 / 17 21 / 17 8 of 38 ±4.69%
21d +12.03% +6.07% -5.96pp 30 / 8 13 / 25 1 of 38 ±18.93%
YTD -2.61% -4.05% -1.45pp 16 / 22 17 / 21 1 of 38 ±23.22%

Median − ETF below zero means the typical name is lagging the cap-weighted index — the move is top-heavy. "Beat" counts constituents outperforming the ETF over the window. Dispersion is the cross-sectional standard deviation of constituent returns — high = a stock-picker's tape, low = pure beta.

What drove the move — contribution = weight × return

Today (1d)

  • PLTR+7.71%+0.19pp
  • 4180.T+6.70%+0.17pp
  • NOW+6.49%+0.16pp
  • ORCL+5.69%+0.14pp
  • IOT+5.33%+0.13pp
  • HUBS-2.23%-0.06pp
  • APP-1.71%-0.04pp
  • RDDT-1.33%-0.03pp
  • MELI-0.77%-0.02pp
  • SIEGY-0.73%-0.02pp

This month (21d)

  • TEAM+71.80%+1.79pp
  • 4478.T+55.37%+1.38pp
  • 4180.T+46.64%+1.17pp
  • TEM+38.46%+0.96pp
  • CRM+37.02%+0.93pp
  • APP-24.94%-0.62pp
  • 0268.HK-5.98%-0.15pp
  • GOOGL-5.50%-0.14pp
  • AMZN-5.04%-0.13pp
  • SIEGY-4.92%-0.12pp

Each name's contribution = its index weight × its return — the percentage points it added to (green) or subtracted from (red) the ETF's move. Computed across covered names.

Leaders & laggards (21-day)

  • TEAM+71.80%
  • 4478.T+55.37%
  • 4180.T+46.64%
  • TEM+38.46%
  • CRM+37.02%
  • APP-24.94%
  • 0268.HK-5.98%
  • GOOGL-5.50%
  • AMZN-5.04%
  • SIEGY-4.92%

AW40 — constituent leadership race

$100 in each covered AW40 constituent at 2026-01-07, rebased to 100. Watch leadership change hands.

0%

Each covered constituent started at $100 at the window open; the bars race by total return (top 12 shown). Decision-support, not investment advice.

Constituents — 38 covered · click a column to sort

Symbol Weight Last 1d 5d 21d YTD RS rank
MSFT Microsoft 2.50% 510.12 +2.68% +1.00% +4.65% +5.72% 37
AMZN Amazon 2.50% 258.90 +1.54% +1.03% -5.04% +12.17% 8
GOOGL Alphabet 2.50% 342.48 +1.59% +0.54% -5.50% +9.50% 5
META Meta 2.50% 610.68 +3.01% +6.93% +3.72% -7.41% 32
AAPL Apple 2.50% 328.21 +1.00% +4.33% +5.62% +20.84% 45
NVDA Nvidia 2.50% 228.45 +1.80% +0.21% +4.21% +22.64% 34
PLTR Palantir 2.50% 182.53 +7.71% -1.83% +15.21% +2.69% 66
NOW ServiceNow 2.50% 145.59 +6.49% +5.17% +24.20% -4.96% 79
CRM Salesforce 2.50% 264.43 +2.92% +4.91% +37.02% +0.07% 87
WDAY Workday 2.50% 206.92 +3.01% +6.90% +21.26% -3.66% 74
SAP SAP 2.50% 217.03 +3.50% -1.87% +9.98% -10.65% 58
ORCL Oracle 2.50% 154.04 +5.69% +1.38% +6.68% -20.48% 53
PATH UiPath 2.50% 18.22 +1.28% -0.60% +31.84% +11.17% 82
ADBE Adobe 2.50% 285.75 +2.13% -1.18% +10.19% -18.35% 61
INTU Intuit 2.50% 344.30 +0.40% -1.06% +4.99% -47.77% 42
VEEV Veeva 2.50% 284.38 +1.30% +0.80% +33.19% +27.39% 84
CSGP CoStar 2.50% 31.68 +1.34% +1.08% +4.87% -52.89% 39
IOT Samsara 2.50% 38.75 +5.33% -7.45% +0.05% +9.31% 21
TEM Tempus AI 2.50% 64.66 +4.39% -8.53% +38.46% +9.50% 89
HUBS HubSpot 2.50% 245.51 -2.23% +3.56% -1.36% -38.82% 18
TEAM Atlassian 2.50% 194.68 +4.42% +4.88% +71.80% +20.07% 97
PTC PTC 2.50% 150.08 +0.64% -5.58% +7.64% -13.85% 55
DASTY Dassault Systèmes 2.50% 26.12 +2.15% -2.94% +5.71% -5.44% 47
SIEGY Siemens 2.50% 157.35 -0.73% -5.87% -4.92% +14.76% 11
0268.HK Kingdee 2.50% 8.26 +1.60% -1.96% -5.98% -37.85% 3
4478.T freee 2.50% 3965.00 +0.00% -6.26% +55.37% +31.95% 95
3994.T Money Forward 2.50% 6172.00 -0.05% -3.98% +21.52% +32.22% 76
4180.T Appier 2.50% 1418.00 +6.70% +9.16% +46.64% +32.03% 92
MNDY monday.com 2.50% 97.33 +3.06% -2.19% +6.43% -34.04% 50
SHOP Shopify 2.50% 145.88 +2.83% -5.48% +1.14% -9.37% 26
APP AppLovin 2.50% 313.58 -1.71% +0.30% -24.94% -53.46% 0
RDDT Reddit 2.50% 155.99 -1.33% +1.33% +0.47% -32.14% 24
DUOL Duolingo 2.50% 158.82 +0.61% +11.17% +17.37% -9.50% 71
SPOT Spotify 2.50% 560.11 +0.13% +6.23% +16.15% -3.55% 68
NFLX Netflix 2.50% 82.67 -0.07% +3.54% +11.42% -11.83% 63
MELI MercadoLibre 2.50% 1991.06 -0.77% +3.12% +3.56% -1.15% 29
SE Sea Limited 2.50% 113.10 +0.26% -4.41% -1.58% -11.34% 16
TOST Toast 2.50% 33.93 -0.32% -3.53% -2.50% -4.45% 13

RS rank = the constituent's 21-day return percentile within the index (100 = strongest of the covered names). Weight is the index weight; returns use adjusted closes. Default sort: weight.

Other ETFs & indices

Dispersion is computed across the constituents we cover in our data lake (see coverage badge). Decision-support, not investment advice.

FAQ · from the current data

AW40 dispersion — data Q&A

Is AW40's move broad or carried by a few names (21 sessions)?

As of 2026-09-03: over 21 sessions the fund returned +12.03% while its median constituent returned +6.07% — a dispersion of 18.93 pp; 34% of 38 members beat the fund. Broad advance - breadth is rising with price.

How did AW40's members trade in the last session?

As of 2026-09-03: fund +2.12%, median member +1.56%, 29 advancers vs 8 decliners.

What does the dispersion page for AW40 measure?

It splits the fund into its members: the fund's own return against the median constituent, how many members beat the fund, advancers vs decliners, and a cumulative advance/decline line that tends to lead price. A firm fund price with a weak median and a falling A/D line is a narrow, top-heavy tape; a broad move shows the median keeping up. 38 constituents covered, re-baked nightly from the Closelook lake.

Is this investment advice?

No — a data surface in an investment research diary. It describes breadth inside a fund; it makes no recommendation.