Performance

Historical performance summary

Brandometry's breakthrough methodology features exclusive use of 10+ years of data from Tenet® and has identified unique ways to unlock unrealized value in publicly traded companies.

The BTW50 Index was officially launched in July of 2016 and provides both hypothetical back-tested performance to 2007 and actual performance from the inception of the Index.

Performance history

Performance chart Performance chart

As of 3/31/2017
Source: Wilshire Associates

Index market cap allocation

Market cap allocation pie chart
Market cap allocation legend

As of 5/31/2017
Source: Morningstar

Sector classifications

Sector classification pie chart
Sector classification legend

As of 5/31/2017
Source: Morningstar

Top ten holdings as a percentage of portfolio value

Company or Brand % of Index Holdings Logo or Ticker
BEST BUY CO INC3.2%BBY
MARRIOTT INTERNATIONAL-CL A3.0%MAR
WENDY'S CO/THE3.0%WEND
WHOLE FOODS MARKET INC2.7%WFM
APPLE INC2.7%AAPL
JETBLUE AIRWAYS CORP2.6%JBLU
BOEING CO2.6%BA
HP INC.2.5%HPQ
NEW YORK TIMES CO -CL A2.4%NYT
AMERICAN AIRLINES GROUP INC2.3%AAL

Papers

  BrandTransact 50 Index Methodology

  BrandTransact 50 Fact Sheet