CVCO+26.65%11.1%
DHR-4.64%11.1%
JPM+16.41%11.1%
LEN-27.56%11.1%
RKT+5.58%11.1%
SKY+22.30%11.1%
UWMC-49.88%11.1%
WFC+7.23%11.1%
XHB+1.78%11.1%
As of Jul 10, 2026, 7:14 AM ET
Fiscal Spend '26: Housing Affordability Constituents
| Company | Wgt | Premarket % | 1D % | 10D % | MTD % | YTD % | IranWar % | LibDay % | 1Yr % | Mkt Cap |
|---|---|---|---|---|---|---|---|---|---|---|
JPMorgan Chase & Co.JPM | 11.1% | 0.24% | 1.47% | 1.85% | 0.87% | 4.11% | 11.71% | 37.31% | 16.41% | $898.90B |
Wells Fargo & CompanyWFC | 11.1% | 0.30% | 1.58% | 4.07% | 1.13% | -6.29% | 6.70% | 22.88% | 7.23% | $265.96B |
Danaher CorporationDHR | 11.1% | -0.49% | 2.73% | 1.66% | 1.17% | -14.39% | -6.96% | -4.47% | -4.64% | $138.71B |
Rocket Companies, Inc.RKT | 11.1% | 0.21% | 2.82% | -6.06% | -8.14% | -24.79% | -19.96% | 5.05% | 5.58% | $41.12B |
Lennar CorporationLEN | 11.1% | -0.36% | 0.91% | -7.15% | -3.11% | -17.95% | -26.24% | -26.73% | -27.56% | $20.94B |
Champion Homes, Inc.SKY | 11.1% | -3.10% | 4.80% | -5.10% | -2.25% | -1.81% | -11.24% | -12.61% | 22.30% | $4.55B |
Cavco Industries, Inc.CVCO | 11.1% | 4.60% | 2.07% | -7.47% | -5.64% | -3.86% | -1.61% | 7.66% | 26.65% | $4.38B |
UWM Holdings CorporationUWMC | 11.1% | 0.96% | 2.46% | -0.95% | -6.31% | -52.51% | -52.83% | -64.08% | -49.88% | $3.15B |
State Street SPDR S&P Homebuilders ETFXHB | 11.1% | -0.52% | 1.48% | -6.74% | -4.46% | 4.52% | -6.70% | 9.41% | 1.78% | $1.52B |
| Theme return | — | 0.20% | 2.26% | -2.88% | -2.77% | -12.09% | -12.72% | -2.35% | 1.27% | — |
| Average | 11.1% | 0.20% | 2.26% | -2.88% | -2.97% | -12.55% | -11.90% | -2.84% | -0.24% | $153.25B |
| Median | 11.1% | 0.21% | 2.07% | -5.10% | -3.11% | -6.29% | -6.96% | 5.05% | 5.58% | $20.94B |
| Std Dev | 0.0% | 1.89% | 1.08% | 4.27% | 3.27% | 16.93% | 18.28% | 27.92% | 23.17% | $276.65B |
| Min | 11.1% | -3.10% | 0.91% | -7.47% | -8.14% | -52.51% | -52.83% | -64.08% | -49.88% | $1.52B |
| Max | 11.1% | 4.60% | 4.80% | 4.07% | 1.17% | 4.52% | 11.71% | 37.31% | 26.65% | $898.90B |
| % Positive Tickers | 55.56% | 100.00% | 33.33% | 33.33% | 22.22% | 22.22% | 55.56% | 66.67% |
About this theme
Fiscal Spend '26: Housing Affordability tracks 9 publicly listed stocks in this theme: CVCO, DHR, JPM, LEN, RKT, SKY, UWMC, WFC, XHB. See the constituent table for details.
