Large Value · NASDAQ · USD · Data as of 2026-05-17
AUM
$249.45M
Expense ratio
0.70%
Yield
0.82%
YTD return
+9.39%
Last price
$19.20
Broad Equity · Coverage 50% · low
Today
73.4
Outlook
58.0
Block A (composite-derived)
55.2
Block C (market behavior)
87.7
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
55.2
Coverage 50% · low
Liquidity
—
Expenses
45.0
Performance
—
Volatility
86.6
Dividend
23.8
Concentration
55.0
Smart Money
—
Activist
—
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Essential 40 Stock ETF (ESN) is an exchange-traded fund from KKM Financial LLC in the Mixed asset class. Launched in 2014. Assets under management: 249,449,776.
Bullish Whales composite rating: 55 out of 100. Evidence coverage 50% across 4 of 8 axes. Strongest axes: volatility, concentration, expenses.
Annualized one-year realized volatility 10%, classified low. Weakest axes: dividend, expenses.
Top-10 weight 0%, diversified, led by INTC. Trailing yield 0%.
etf_composite_score_current · composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yEssential 40 Stock ETF is an exchange-traded fund designed to provide investors with exposure to 40 of the most foundational, well-established companies across various sectors in the market. The primary purpose of this ETF is to offer a diversified investment option that focuses on stability through investments in headline companies known for their impressive track records and strong balance sheets. Notable features of this ETF include its selection of blue-chip stocks, reflecting a wide array of industries such as technology, consumer goods, healthcare, financial services, and energy. These companies play pivotal roles in their respective markets, offering essential products and services that are crucial to the global economy. By investing in this collection of industry leaders, Essential 40 Stock ETF enables market participants to own a share of companies that are integral to economic growth and innovation. It stands as a significant player in the financial market due to its emphasis on reliability and performance, catering to investors seeking more stability and foundational exposure in their portfolios.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $249,449,776. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for ESN are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.