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RWLC - ETF AI Analysis

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RWLC

Rayliant Quantitative Developed Market Equity ETF (RWLC)

Rating:74Outperform
Price Target:
RWLC’s rating suggests it is a solid, but not flawless, developed markets equity ETF, largely supported by major tech leaders like Alphabet (GOOGL/GOOG) and Microsoft, whose strong financial performance and strategic investments in AI and cloud services help lift the fund’s overall quality. At the same time, holdings like Altria, which faces declining cigarette volumes and leverage concerns, and names with high valuations or mixed technical signals, introduce some drag and highlight risks tied to both sector concentration in technology and company-specific challenges.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and quarter, indicating positive recent momentum.
Leadership in Technology and Growth Names
Many top holdings are major technology and growth companies, several of which have delivered strong year-to-date results that support the fund’s performance.
Moderate Expense Ratio
The fund’s fee level is reasonable for an actively managed, specialized strategy, helping investors keep more of their returns.
Negative Factors
Heavy U.S. Concentration
Almost all assets are invested in U.S. stocks, which limits diversification across global markets.
Tech-Sector Dependence
A large share of the portfolio is in technology, making the ETF more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some of the largest positions, including major technology names, have shown weak year-to-date performance, which could drag on overall returns if the trend continues.

RWLC vs. SPDR S&P 500 ETF (SPY)

RWLC Summary

Rayliant Quantitative Developed Market Equity ETF (RWLC) is a U.S.-focused stock fund that uses a rules-based, data-driven approach instead of tracking a traditional index. It mainly invests in large American companies across many sectors, with a big tilt toward technology. Well-known holdings include Apple and Nvidia. Someone might consider this ETF for broad stock market exposure and the potential for long-term growth, while still being diversified across different industries. However, it is heavily exposed to tech stocks and U.S. markets, so its value can rise and fall sharply when these areas are volatile.
How much will it cost me?The Rayliant Quantitative Developed Market Equity ETF (RAYD) has an expense ratio of 0.8%, meaning you’ll pay $8 per year for every $1,000 invested. This is higher than average because it’s actively managed, using advanced data analytics and systematic strategies to optimize returns.
What would affect this ETF?The Rayliant Quantitative Developed Market Equity ETF (RAYD) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia and Microsoft. However, potential risks include economic slowdowns in developed markets or rising interest rates, which could negatively impact financial and consumer-focused sectors. Regulatory changes affecting major tech companies or broader market volatility could also pose challenges for this ETF.

RWLC Top 10 Holdings

This ETF is leaning heavily into U.S. tech, with Apple and Nvidia setting the tone: both have been rising, helping power the fund’s recent momentum. Alphabet’s twin share classes add another strong engine, as their steady climb and AI focus give the portfolio a clear Big Tech flavor. On the chip side, Micron and Western Digital have been on a tear, further tilting the story toward semiconductors. The main soft spots are Microsoft and Mastercard, which have been losing a bit of steam and slightly offsetting the tech-led gains.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Apple8.88%$8.50M$4.63T55.06%
79
Outperform
Nvidia7.03%$6.72M$5.39T57.78%
76
Outperform
Alphabet Class A4.24%$4.05M$4.37T117.74%
85
Outperform
Micron3.99%$3.81M$1.20T940.68%
79
Outperform
Alphabet Class C3.77%$3.60M$4.37T113.70%
82
Outperform
Microsoft3.11%$2.98M$3.28T-4.68%
79
Outperform
Lam Research3.03%$2.90M$418.20B299.72%
77
Outperform
Amazon2.44%$2.34M$2.76T24.70%
71
Outperform
Western Digital2.36%$2.25M$194.09B947.24%
77
Outperform
Mastercard2.35%$2.25M$422.07B-17.92%
75
Outperform

RWLC Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
34.93
Positive
100DMA
34.05
Positive
200DMA
33.42
Positive
Market Momentum
MACD
0.70
Positive
RSI
70.69
Negative
STOCH
80.83
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RWLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 36.78, equal to the 50-day MA of 34.93, and equal to the 200-day MA of 33.42, indicating a bullish trend. The MACD of 0.70 indicates Positive momentum. The RSI at 70.69 is Negative, neither overbought nor oversold. The STOCH value of 80.83 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RWLC.

RWLC Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$71.85M0.32%
74
Outperform
$98.85M0.49%
71
Outperform
$91.31M0.35%
75
Outperform
$91.15M0.22%
74
Outperform
$89.28M0.80%
68
Neutral
$87.20M0.93%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
RWLC
Rayliant Quantitative Developed Market Equity ETF
37.39
6.57
21.32%
JHDG
John Hancock Hedged Equity ETF
JOYT
JPMorgan Equity and Options Total Return ETF
PQUS
Pictet AI Enhanced US Equity ETF
FCUS
Pinnacle Focused Opportunities ETF
EGGQ
NestYield Visionary ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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