Apple, Inc AAPL
S&P 500 ETF Trust SPDR SPY
Alphabet Inc. - Class A Shares GOOGL
Microsoft Corporation MSFT
Meta Platforms Inc META
Netflix, Inc. NFLX
Amazon.com Inc. AMZN
Spotify Technology SA SPOT

SWP Growth & Income ETF, ETF

SWP

NMQ

$26.47

-$0.03

(-0.11%)

Provider: SWP Investment Management Category: Large Blend

Overview Returns Holdings Sector Breakdown FAQs

Price Chart

Key Metrics

Expense Ratio info-icon

The expense ratio is how much you pay a mutual fund or ETF per year, expressed as a percent of your investments. It is a measure of the fund's operating costs relative to assets.

Volume

This is the total number of shares traded during the most recent trading day.

Avg Volume info-icon

This is the average number of shares traded during the most recent 30 days.

Dividend Yield info-icon

This ratio shows how much income you earn in dividend payouts per year for every dollar invested in the stock (or the stock’s annual dividend payment expressed as a percentage of its current price).

0.00%

Beta

This measures the expected move in a stock’s price relative to movements in the overall market. The market, such as the S&P 500 Index, has a beta of 1.0. If a stock has a Beta greater (or lower) than 1.0, it suggests that the stock is more (or less) volatile than the broader market.

52-week Range
This shows the range of the stock’s price between the 52-week high (the highest price of the stock for the past 52 weeks) and the 52-week low (the lowest price of the stock for the past 52 weeks).

$24.66 L

$26.65 H

$26.47

About SWP Growth & Income ETF, ETF

The adviser seeks to achieve the fund"s investment objective by investing at least 80% of its net assets in income-producing equity securities that are judged to have strong growth characteristics. The adviser considers "income-producing equity securities" as equity securities that pay dividends, such as common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies. more

Provider: SWP Investment ManagementCategory: Large Blend

Returns

Time Frame	SWP	S&P500
1-Week Return	0.69%	1.53%
1-Month Return	5.67%	4.75%
3-Month Return	2.58%	2.77%
6-Month Return	6.01%	12.18%

Time Frame	SWP	S&P500
1-Week Return	43.13%	120.72%
1-Month Return	95.62%	75.88%
3-Month Return	10.88%	11.72%
6-Month Return	12.56%	26.25%

Largest Holdings

Stock name	Ticker	Weight
Microsoft Corporation	MSFT	5.76%
Broadcom Inc	AVGO	3.56%
Apple Inc	AAPL	3.55%
Goldman Sachs Group Inc	GS	3.18%
PNC Financial Services Group Inc	PNC	2.87%
International Business Machines	IBM	2.74%
Starbucks Corporation	SBUX	2.6%
Salesforce.com Inc	CRM	2.49%
Baker Hughes Co	BKR	2.47%
Philip Morris International Inc	PM	2.42%