📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 04 Aug 2026 19:39 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLK
Technology
+9.6%
1W    |  1Q: +13.3%
XLY
Consumer Disc
+5.3%
1W    |  1Q: +0.5%
XLI
Industrials
+2.3%
1W    |  1Q: +8.5%
XLC
Communication
+2.3%
1W    |  1Q: -2.7%
XLE
Energy
+1.6%
1W    |  1Q: -0.9%
XLF
Financials
+0.6%
1W    |  1Q: +12.7%
XLB
Materials
-0.7%
1W    |  1Q: +1.2%
XLRE
Real Estate
-1.9%
1W    |  1Q: +3.1%
XLP
Consumer Staples
-2.1%
1W    |  1Q: +2.1%
XLU
Utilities
-3.0%
1W    |  1Q: -4.1%
XLV
Healthcare
-3.1%
1W    |  1Q: +12.0%
Tech Thematic ETF Heatmap — Weekly Returns
WTAI
AI
+15.9%
1W    |  1Q: +10.4%
QTUM
Quantum
+12.0%
1W    |  1Q: +10.3%
XSD
Semis EW
+12.0%
1W    |  1Q: +1.9%
IGV
Software
+11.4%
1W    |  1Q: +15.8%
SOXX
Semis (SOXX)
+10.7%
1W    |  1Q: +12.7%
AIQ
AI Compute
+10.5%
1W    |  1Q: +8.2%
CLOU
Cloud
+10.2%
1W    |  1Q: +19.2%
CIBR
Cyber
+9.8%
1W    |  1Q: +38.4%
SMH
Semis
+9.0%
1W    |  1Q: +10.5%
SNSR
IoT
+8.5%
1W    |  1Q: +6.6%
GRID
Grid
+8.5%
1W    |  1Q: -2.9%
NLR
Nuclear
+7.8%
1W    |  1Q: -19.1%
FDN
Internet
+7.6%
1W    |  1Q: +7.8%
LIT
Battery
+7.3%
1W    |  1Q: -18.4%
SHLD
Defense
+5.9%
1W    |  1Q: +0.6%
DTCR
Data Center
+5.4%
1W    |  1Q: -2.1%
DAPP
Blockchain
+3.9%
1W    |  1Q: -11.2%
FINX
FinTech
+2.6%
1W    |  1Q: +3.8%
ESPO
Gaming
+1.3%
1W    |  1Q: +5.0%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $187.49 +9.6% ▲ +15.0% +2.1% +13.3% ▼ -6.8% Strong +11.8
2 XLF Financials $57.94 +0.6% ▼ -2.1% +3.2% +12.7% ▲ +16.6% Strong +7.9
3 XLV Healthcare $162.04 -3.1% ▼ -7.5% 0.0% +12.0% ▲ +18.5% Strong +6.0
4 XLI Industrials $186.66 +2.3% ▲ +0.2% +0.6% +8.5% ▲ +6.4% Strong +6.0
5 XLY Consumer Disc $118.44 +5.3% ▲ +7.4% +0.4% +0.5% ▲ +2.0% Rising +2.4
6 XLRE Real Estate $45.15 -1.9% ▼ -3.7% +1.9% +3.1% ▼ -4.2% Neutral +1.1
7 XLB Materials $51.97 -0.7% ▼ -5.2% -0.0% +1.2% ▲ +1.5% Neutral +0.4
8 XLP Consumer Staples $85.25 -2.1% ▼ -5.7% +1.4% +2.1% ▲ +4.9% Neutral +0.4
9 XLE Energy $58.51 +1.6% ▲ +3.2% +10.1% -0.9% ▼ -14.2% Neutral +0.1
10 XLC Communication $112.17 +2.3% ▲ +2.6% +1.8% -2.7% ▼ -2.0% Weak -0.7
11 XLU Utilities $44.17 -3.0% ▼ -4.3% -2.5% -4.1% ▼ -12.5% Lagging -3.7
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 CIBR Cyber $98.0 +9.8% ▲ +11.2% +5.5% +38.4% ▲ +31.7% Strong +27.0
2 CLOU Cloud $26.78 +10.2% ▲ +8.5% +14.3% +19.2% ▲ +4.1% Strong +15.6
3 IGV Software $102.21 +11.4% ▲ +11.4% +7.8% +15.8% ▲ +10.5% Strong +14.0
4 WTAI AI $42.3 +15.9% ▲ +28.5% -3.5% +10.4% ▼ -22.0% Strong +12.6
5 SOXX Semis (SOXX) $543.86 +10.7% ▲ +21.8% -6.5% +12.7% ▼ -33.5% Strong +11.9
6 QTUM Quantum $153.27 +12.0% ▲ +17.8% -2.3% +10.3% ▼ -14.1% Strong +11.0
7 SMH Semis $577.46 +9.0% ▲ +18.3% -4.4% +10.5% ▼ -26.3% Strong +9.9
8 AIQ AI Compute $63.25 +10.5% ▲ +16.7% -0.9% +8.2% ▼ -10.1% Strong +9.1
9 FDN Internet $288.65 +7.6% ▲ +8.2% +6.7% +7.8% Strong +7.7
10 SNSR IoT $48.85 +8.5% ▲ +12.7% -0.6% +6.6% ▼ -14.5% Strong +7.4
11 XSD Semis EW $527.99 +12.0% ▲ +22.8% -7.6% +1.9% ▼ -47.8% Strong +5.9
12 ESPO Gaming $95.21 +1.3% ▼ -1.7% +2.5% +5.0% ▲ +9.2% Rising +3.5
13 FINX FinTech $26.71 +2.6% ▲ +2.6% +2.7% +3.8% ▼ -0.8% Rising +3.3
14 SHLD Defense $67.69 +5.9% ▼ -0.2% +4.4% +0.6% ▲ +7.7% Rising +2.7
15 GRID Grid $187.19 +8.5% ▲ +12.7% -0.1% -2.9% ▼ -18.8% Neutral +1.7
16 DTCR Data Center $28.68 +5.4% ▲ +9.3% -0.1% -2.1% ▼ -25.1% Neutral +0.9
17 DAPP Blockchain $18.44 +3.9% ▲ +12.0% -4.9% -11.2% ▼ -42.7% Lagging -5.2
18 LIT Battery $71.84 +7.3% ▲ +10.4% -5.7% -18.4% ▼ -43.3% Lagging -8.1
19 NLR Nuclear $114.38 +7.8% ▲ +10.5% -1.8% -19.1% ▼ -18.6% Lagging -8.3
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest