This actively managed fund primarily allocates capital to common stocks, depositary receipts, and Real Estate Investment Trusts (REITs). It does not track a specific index, offering exposure to equity securities across both domestic U.S. and international markets, including developing economies. The portfolio may, at times, concentrate a substantial portion of its assets in small-capitalization companies and establish significant positions within particular sectors or geographic regions. This investment vehicle is categorized as non-diversified.

Pathward Financial, Inc.

Dollar General Corporation

Lam Research Corporation

NIKE, Inc.

NXP Semiconductors N.V.

Union Pacific Corporation

Technology

Healthcare

Industrials

Financial Services

Consumer Defensive

Consumer Cyclical

Real Estate

Communication Services

Basic Materials

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Social Advancement ETF

UPWD Holdings & Sector Breakdown