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RWJ is a rules-based small-cap U.S. equity ETF that holds the same 600 stocks as the S&P SmallCap 600, but changes the weights based on each company’s trailing four-quarter revenue (top-line sales). It rebalances quarterly and caps any single holding at 5%, aiming to shift exposure away from pure market-cap weighting and toward companies with bigger real-world sales.
You own a basket of 600 U.S. small companies, like a standard small-cap index fund. The twist: companies with higher total sales get bigger positions, even if their stock market value is smaller.
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Showing the largest holdings by weight in RWJ
| Logo | Ticker | ETF Weight | Market Value | |
|---|---|---|---|---|
MO | MOH Molina Healthcare Inc | Molina Healthcare Inc | 2.88% | $49.1M |
IN | INT World Kinect Corp | World Kinect Corp | 2.36% | $40.1M |
UN | UNFI United Natural Foods Inc | United Natural Foods Inc | 2.29% | $39.0M |
KM | KMX CarMax Inc | CarMax Inc | 1.83% | $31.1M |
GP | GPI Group 1 Automotive Inc | Group 1 Automotive Inc | 1.51% | $25.8M |
LN | LNC Lincoln National Corp | Lincoln National Corp | 1.27% | $21.7M |
MA | MAN ManpowerGroup Inc | ManpowerGroup Inc | 1.16% | $19.7M |
AB | ABG Asbury Automotive Group Inc | Asbury Automotive Group Inc | 1.14% | $19.4M |
SA | SAH Sonic Automotive Inc | Sonic Automotive Inc | 1.03% | $17.5M |
KS | KSS Kohl's Corp | Kohl's Corp | 0.97% | $16.6M |
Breakdown of RWJ by sector weightings (%)
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Top countries by weight (%)
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