SWZ ETF largest sector is Real Estate at 23.1% as of Mar 31, 2026
SWZ ETF largest sector is Real Estate at 23.1% as of Mar 31, 2026
$5.93
AUM$96M
TER1.62%
Holdings27
See how much of SWZ you already own
SWZ ETF largest sector is Real Estate at 23.1% as of Mar 31, 2026
$5.93
Total Return Securities Fund
AUM$96M
TER1.62%
Holdings27
See how much of SWZ you already own
Real Estate is SWZ's largest sector at 23.1% of the fund as of Mar 31, 2026. SWZ is Total Return Securities Fund.
SWZ ETF Sector Allocation
SWZ sector allocation breaks down across Real Estate (23.1%), Financials (21.9%), Industrials (7.8%), Consumer Staples (7.8%). Across 27 holdings, this breakdown reveals the ETF's investment focus and diversification.
SWZ sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
SWZ by country shows geographic exposure. SWZ overlap reveals how sector exposure compares with other funds.