SWP ETF

SWP ETF (SWP Growth & Income ETF) is managed by GammaRoad with $150.8M 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 4.100 Feb 06 37 (5.0%), Apple Inc Ord (4.3%), Nvidia Corp. (4.0%), Broadcom Inc (3.8%), Intl Business Machines Corp (3.5%). 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.