Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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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
| Time Frame | SWP | S&P500 |
|---|---|---|
| 1-Week Return | -2.29% | -1.19% |
| 1-Month Return | -3.94% | -0.15% |
| 3-Month Return | -3.12% | 2.56% |
| 6-Month Return | 2.05% | 16.48% |
| 1-Year Return | -1.59% | 14.16% |
| 3-Year Return | 9.4% | 78.87% |
| Time Frame | SWP | S&P500 |
|---|---|---|
| 1-Week Return | -70.12% | -46.43% |
| 1-Month Return | -38.68% | -1.81% |
| 3-Month Return | -12.06% | 10.80% |
| 6-Month Return | 4.20% | 36.25% |
| 1-Year Return | -1.59% | 14.16% |
| 3-Year Return | 3.04% | 21.39% |
| Stock name | Ticker | Weight |
|---|---|---|
Microsoft Corp | MSFT | 5.72% |
Apple Inc | AAPL | 4.72% |
NVIDIA Corp | NVDA | 4.59% |
Meta Platforms Inc | META | 4.04% |
Broadcom Inc | AVGO | 3.66% |
International Business Machines Corp | IBM | 3.63% |
Alphabet Inc | GOOGL | 3.48% |
Philip Morris International Inc | PM | 2.97% |
JPMORGAN CHASE & CO. | JPM | 2.8% |
TJX Cos Inc/The | TJX | 2.77% |
United Rentals Inc | URI | 2.71% |
Prologis Inc | PLD | 2.62% |
Emerson Electric Co | EMR | 2.58% |
AbbVie Inc | ABBV | 2.44% |
Blackstone Inc | BX | 2.41% |
AstraZeneca PLC | AZN | 2.3% |
Citigroup Inc | C | 2.25% |
Taiwan Semiconductor Manufacturing Co Ltd | TSM | 2.25% |
Eli Lilly & Co | LLY | 2.2% |
Goldman Sachs Group Inc/The | GS | 2.19% |
Cencora Inc | COR | 2.18% |
RTX Corp | RTX | 2.13% |
Freeport-McMoRan Inc | FCX | 2.09% |
American Express Co | AXP | 2.09% |
Medtronic PLC | MDT | 2.08% |
Blackrock Inc | BLK | 2.04% |
Becton Dickinson & Co | BDXA | 2.02% |
Delta Air Lines Inc | DAL | 2% |
Union Pacific Corp | UNP | 1.85% |
PNC Financial Services Group Inc/The | PNC | 1.82% |
NextEra Energy Inc | NEE | 1.79% |
Lam Research Corp | LRCX | 1.78% |
Digital Realty Trust Inc | DLR | 1.7% |
Darden Restaurants Inc | DRI | 1.7% |
Cameco Corp | CCJ | 1.68% |
Walmart Inc | WMT | 1.67% |
STMicroelectronics NV | STM | 1.61% |
Corning Inc | GLW | 1.61% |
Caterpillar Inc | CAT | 1.6% |
Baker Hughes Co | BKR | 1.28% |
Enbridge Inc | ENB | 1.27% |
First American Treasury Obligations Fund 01/01/2040 | First.American.Treasury.Obligations.Fund.01.01.2040 | 0.16% |
WMT US 10/23/26 C118 | WMT.US.10.23.26.C118 | 0% |
RTX US 10/23/26 C210 | RTX.US.10.23.26.C210 | 0% |
ABBV US 10/23/26 C285 | ABBV.US.10.23.26.C285 | -0.01% |
C US 10/23/26 C143 | C.US.10.23.26.C143 | -0.01% |
CCJ US 10/23/26 C104 | CCJ.US.10.23.26.C104 | -0.01% |
GS US 10/23/26 C1035 | GS.US.10.23.26.C1035 | -0.01% |
PNC US 10/23/26 C240 | PNC.US.10.23.26.C240 | -0.01% |
AVGO US 10/23/26 C410 | AVGO.US.10.23.26.C410 | -0.01% |
JPM US 10/23/26 C360 | JPM.US.10.23.26.C360 | -0.01% |
UNP US 10/23/26 C295 | UNP.US.10.23.26.C295 | -0.01% |
META US 10/23/26 C860 | META.US.10.23.26.C860 | -0.01% |
PM US 10/23/26 C210 | PM.US.10.23.26.C210 | -0.01% |
BX US 10/23/26 C132 | BX.US.10.23.26.C132 | -0.01% |
FCX US 10/23/26 C82 | FCX.US.10.23.26.C82 | -0.01% |
GOOGL US 10/23/26 C375 | GOOGL.US.10.23.26.C375 | -0.01% |
DLR US 10/23/26 C200 | DLR.US.10.23.26.C200 | -0.01% |
TSM US 10/23/26 C510 | TSM.US.10.23.26.C510 | -0.01% |
DAL US 10/23/26 C95 | DAL.US.10.23.26.C95 | -0.01% |
AXP US 10/23/26 C325 | AXP.US.10.23.26.C325 | -0.01% |
GLW US 10/23/26 C190 | GLW.US.10.23.26.C190 | -0.01% |
CAT US 10/23/26 C895 | CAT.US.10.23.26.C895 | -0.01% |
BLK US 10/23/26 C1150 | BLK.US.10.23.26.C1150 | -0.01% |
IBM US 10/23/26 C270 | IBM.US.10.23.26.C270 | -0.02% |
NEE US 10/23/26 C79 | NEE.US.10.23.26.C79 | -0.02% |
EMR US 10/23/26 C172.5 | EMR.US.10.23.26.C172.5 | -0.02% |
URI US 10/23/26 C1160 | URI.US.10.23.26.C1160 | -0.02% |
NVDA US 10/23/26 C250 | NVDA.US.10.23.26.C250 | -0.02% |
STM US 10/23/26 C62 | STM.US.10.23.26.C62 | -0.02% |
MDT US 10/23/26 C98 | MDT.US.10.23.26.C98 | -0.03% |
Cash & Other | Cash...Other | -0.04% |
MSFT US 10/23/26 C540 | MSFT.US.10.23.26.C540 | -0.04% |
LRCX US 10/23/26 C375 | LRCX.US.10.23.26.C375 | -0.04% |
| Sector | Weight |
|---|---|
|
Information Technology | 28.91% |
|
Financials | 15.71% |
|
Health care | 13.26% |
|
Industrials | 12.51% |
|
Communication services | 7.65% |
|
All Others | 21.96% |
SWP Growth & Income ETF (SWP) share price today is $27.315.
Yes, Indians can buy shares of SWP Growth & Income ETF (SWP) on Vested. To buy SWP from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of SWP Growth & Income ETF (SWP) on Vested. You can start investing in SWP Growth & Income ETF (SWP) with a minimum investment of $1.
The 52-week high price of SWP Growth & Income ETF (SWP) is $28.82. The 52-week low price of SWP Growth & Income ETF (SWP) is $24.59.
The stock symbol (or ticker) of SWP Growth & Income ETF is SWP.
Yes, you can setup SIP in SWP Growth & Income ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of SWP on the Vested app.
The expense ratio of SWP Growth & Income ETF (SWP) is .
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