SWP ETF
SWP Growth & Income ETF

SWP ETF Overview
SWP ETF (SWP Growth & Income ETF) is managed by GammaRoad with $150.7M in net assets. SWP expense ratio is 0.99%, holding 73 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2024-09-24.
SWP performance shows a YTD return of 6.29%. The 1-year return is 14.27%. SWP dividend yield stands at 8.79%, paid quarterly.
SWP top holdings include Microsoft Corp (4.0%), Alphabet Inc Common Stock USD 0.001 (3.9%), Apple, Inc (3.6%), Broadcom Inc (3.3%), First Am Treas Obli-X (3.0%). View all SWP holdings, sector breakdown, or dividend history.
SWP can be compared against other funds using the overlap calculator or side-by-side comparison tool. SWP alternatives are available via the screener, along with tax-loss harvesting opportunities.