EWC fund remains a buy despite US-Canada trade tensions, with strong Financials and Energy sectors.

The EWC fund's portfolio is heavily weighted in Financials and Energy sectors, which together make up over 56% of its holdings, while Industrials—most affected by US-Canada tariffs—constitute less than 9%. Despite recent tariff disputes impacting some Canadian companies, EWC's top holdings like Enbridge continue to expand, signaling resilience. With a price-to-earnings ratio of 19, a 5.2% earnings yield, and a 1.24% dividend yield, EWC maintains a BUY rating, suggesting potential for steady income and growth amid trade tensions.

Enbridge Inc, a key holding in the EWC fund, shows a strong market presence with a market cap of $104.55 billion and a dividend yield of 5.86% as of Sep 14, 2026 20:43 WIB. On Pluang, Enbridge's stock price is USD 47.99, up 0.48% for the day, while EWC trades at USD 60.29, down 0.48%. This data highlights the resilience of major Canadian energy companies despite tariff tensions affecting other sectors.