📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 04 Aug 2026 17:43 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLK
Technology
+9.4%
1W    |  1Q: +13.1%
XLY
Consumer Disc
+5.4%
1W    |  1Q: +0.6%
XLI
Industrials
+2.2%
1W    |  1Q: +8.4%
XLC
Communication
+2.0%
1W    |  1Q: -3.0%
XLE
Energy
+1.8%
1W    |  1Q: -0.7%
XLF
Financials
+0.7%
1W    |  1Q: +12.8%
XLB
Materials
-0.8%
1W    |  1Q: +1.2%
XLRE
Real Estate
-2.0%
1W    |  1Q: +3.0%
XLP
Consumer Staples
-2.2%
1W    |  1Q: +2.0%
XLU
Utilities
-3.1%
1W    |  1Q: -4.2%
XLV
Healthcare
-3.2%
1W    |  1Q: +11.9%
Tech Thematic ETF Heatmap — Weekly Returns
WTAI
AI
+15.8%
1W    |  1Q: +10.3%
QTUM
Quantum
+11.9%
1W    |  1Q: +10.2%
XSD
Semis EW
+11.6%
1W    |  1Q: +1.5%
IGV
Software
+10.7%
1W    |  1Q: +15.2%
SOXX
Semis (SOXX)
+10.6%
1W    |  1Q: +12.6%
AIQ
AI Compute
+10.4%
1W    |  1Q: +8.2%
CLOU
Cloud
+9.5%
1W    |  1Q: +18.4%
CIBR
Cyber
+9.1%
1W    |  1Q: +37.5%
SMH
Semis
+8.8%
1W    |  1Q: +10.3%
GRID
Grid
+8.4%
1W    |  1Q: -2.9%
NLR
Nuclear
+8.1%
1W    |  1Q: -18.8%
SNSR
IoT
+8.0%
1W    |  1Q: +6.2%
FDN
Internet
+7.4%
1W    |  1Q: +7.6%
LIT
Battery
+7.2%
1W    |  1Q: -18.5%
SHLD
Defense
+5.8%
1W    |  1Q: +0.5%
DTCR
Data Center
+5.5%
1W    |  1Q: -2.0%
DAPP
Blockchain
+4.8%
1W    |  1Q: -10.3%
FINX
FinTech
+2.4%
1W    |  1Q: +3.6%
ESPO
Gaming
+1.4%
1W    |  1Q: +5.2%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $187.15 +9.4% ▲ +14.8% +2.0% +13.1% ▼ -7.0% Strong +11.6
2 XLF Financials $57.97 +0.7% ▼ -2.0% +3.3% +12.8% ▲ +16.7% Strong +8.0
3 XLV Healthcare $161.9 -3.2% ▼ -7.6% -0.0% +11.9% ▲ +18.4% Strong +5.9
4 XLI Industrials $186.42 +2.2% ▲ +0.1% +0.5% +8.4% ▲ +6.3% Strong +5.9
5 XLY Consumer Disc $118.51 +5.4% ▲ +7.5% +0.4% +0.6% ▲ +2.1% Rising +2.5
6 XLRE Real Estate $45.08 -2.0% ▼ -3.8% +1.8% +3.0% ▼ -4.3% Neutral +1.0
7 XLB Materials $51.94 -0.8% ▼ -5.3% -0.1% +1.2% ▲ +1.5% Neutral +0.4
8 XLP Consumer Staples $85.11 -2.2% ▼ -5.8% +1.2% +2.0% ▲ +4.8% Neutral +0.3
9 XLE Energy $58.62 +1.8% ▲ +3.4% +10.3% -0.7% ▼ -14.0% Neutral +0.3
10 XLC Communication $111.89 +2.0% ▲ +2.3% +1.5% -3.0% ▼ -2.3% Weak -1.0
11 XLU Utilities $44.13 -3.1% ▼ -4.4% -2.6% -4.2% ▼ -12.6% Lagging -3.8
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $97.39 +9.1% ▲ +10.5% +4.8% +37.5% ▲ +30.8% Strong +26.1
2 CLOU Cloud $26.61 +9.5% ▲ +7.8% +13.6% +18.4% ▲ +3.3% Strong +14.8
3 IGV Software $101.64 +10.7% ▲ +10.7% +7.2% +15.2% ▲ +9.9% Strong +13.4
4 WTAI AI $42.25 +15.8% ▲ +28.4% -3.6% +10.3% ▼ -22.1% Strong +12.5
5 SOXX Semis (SOXX) $543.35 +10.6% ▲ +21.7% -6.6% +12.6% ▼ -33.6% Strong +11.8
6 QTUM Quantum $153.15 +11.9% ▲ +17.7% -2.4% +10.2% ▼ -14.2% Strong +10.9
7 SMH Semis $576.4 +8.8% ▲ +18.1% -4.6% +10.3% ▼ -26.5% Strong +9.7
8 AIQ AI Compute $63.2 +10.4% ▲ +16.6% -1.0% +8.2% ▼ -10.1% Strong +9.1
9 FDN Internet $288.16 +7.4% ▲ +8.0% +6.5% +7.6% ▼ -0.2% Strong +7.5
10 SNSR IoT $48.65 +8.0% ▲ +12.2% -1.0% +6.2% ▼ -14.9% Strong +6.9
11 XSD Semis EW $526.13 +11.6% ▲ +22.4% -7.9% +1.5% ▼ -48.2% Strong +5.5
12 ESPO Gaming $95.35 +1.4% ▼ -1.6% +2.6% +5.2% ▲ +9.4% Rising +3.7
13 FINX FinTech $26.67 +2.4% ▲ +2.4% +2.5% +3.6% ▼ -1.0% Rising +3.1
14 SHLD Defense $67.62 +5.8% ▼ -0.3% +4.3% +0.5% ▲ +7.6% Rising +2.6
15 GRID Grid $187.04 +8.4% ▲ +12.6% -0.2% -2.9% ▼ -18.8% Neutral +1.6
16 DTCR Data Center $28.72 +5.5% ▲ +9.4% 0.0% -2.0% ▼ -25.0% Neutral +1.0
17 DAPP Blockchain $18.62 +4.8% ▲ +12.9% -4.0% -10.3% ▼ -41.8% Lagging -4.3
18 NLR Nuclear $114.78 +8.1% ▲ +10.8% -1.5% -18.8% ▼ -18.3% Lagging -8.0
19 LIT Battery $71.76 +7.2% ▲ +10.3% -5.8% -18.5% ▼ -43.4% Lagging -8.2
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest