SWP ETF

SWP ETF (SWP Growth & Income ETF) is managed by GammaRoad with $155.0M in net assets. SWP expense ratio is 0.99%, holding 75 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2024-09-24.

SWP performance shows a YTD return of 6.92%. The 1-year return is 14.98%. SWP dividend yield stands at 8.65%, paid quarterly.

SWP top holdings include Microsoft Corp (5.5%), Apple, Inc (4.8%), Broadcom Inc (4.0%), Alphabet Inc Common Stock USD 0.001 (3.3%), Meta Platforms, Inc. (3.2%). Go to all SWP holdings, SWP sectors, or SWP dividends.

SWP can be compared against other funds. Use SWP overlap to find shared positions, or SWP vs another fund for a side-by-side view. SWP alternatives are available via the screener, along with tax-loss harvesting opportunities.