SWP

SWP Growth & Income ETF

$27.34

-0.32%
CategoryUS Large Cap Growth
OverviewAI BriefPerformanceHoldingsScoresNews
Q-Score51/ 100
Net Assets$145.5M
P/E25.09
Dividend Yield6.46%
52-Week Range—
Expense Ratio0.99%
1Y Return+8.9%
Beta0.77
AI summary

Price & performance

1M+0.4%
3M+0.1%
YTD+5.0%
1Y+8.9%
52-week range—
Beta0.77
Full chart and returns against a benchmark

Q-Score

51/ 100

Quality against peers; 50 is the peer median.

Growth59
Risk59
Performance37
Valuation40
Profitability63
Leverage53
Sentiment41
Every score and metric

News sentiment

Open News & Signals

Top holdings

Every holding and the look-through

Fund facts

Expense ratio0.99%
Net assets$145.5M
1-year return+8.9%
Top-10 coverage38.5%
Dividend yield6.46%
Concentration and breadth