SWP
SWP Growth & Income ETF
SWP
Closed
$27.52
Closed
-(-)
At close
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About
SWP was created on 2024-09-25 by SWP. The fund's investment portfolio concentrates primarily on total market equity. SWP actively selects income-producing companies in the US that exhibit quality characteristics. It selects securities of any capitalization but significantly focuses on the large-cap spectrum.
Company
SWP
Asset class
Equity
Inception date
2024
Investment segment
Total Market
ISIN
US56170L6121
Website
Key stats
Open
$27.33
Volume
8.49K
AUM
$142.23M
Prev. close
$27.31
Expense ratio
0.99%
P/E
24.03
$27.33
Day’s Range
$27.52
$25.73
52W Range
$29.87
What’s in the fund
12
Total sectors
Information Technology
24.48%
Financials
16.84%
Industrials
11.70%
Health Care
9.60%
Consumer Discretionary
6.10%
Energy
6.08%
Communication Services
5.05%
Consumer Staples
4.39%
Utilities
3.68%
Real Estate
3.67%
Others
8.41%
Returns
Performance
_
Difference
_
SWP Growth & Income ETF
Sep
30
Dividends
The last payment date was Sep 30, 2026
Div. per Share
$0.57
Div. Yield
2.09%
Div. Growth YoY
-7.25%
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Schedule your free first call with a financial advisor on CUSP Wealth
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