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 | -0.76% | -2.17% |
| 1-Month Return | -0.2% | -3.58% |
| 3-Month Return | -5.79% | -2.67% |
| 6-Month Return | -2.86% | 1.47% |
| 1-Year Return | -3.09% | 9.81% |
| 3-Year Return | 10.5% | 70.48% |
| Time Frame | SWP | S&P500 |
|---|---|---|
| 1-Week Return | -32.82% | -68.14% |
| 1-Month Return | -2.41% | -35.82% |
| 3-Month Return | -21.49% | -10.39% |
| 6-Month Return | -5.71% | 3.00% |
| 1-Year Return | -3.09% | 9.81% |
| 3-Year Return | 3.38% | 19.46% |
| Stock name | Ticker | Weight |
|---|---|---|
Microsoft Corp | MSFT | 6.06% |
Apple Inc | AAPL | 4.98% |
International Business Machines Corp | IBM | 4.03% |
NVIDIA Corp | NVDA | 3.66% |
Meta Platforms Inc | META | 3.42% |
Philip Morris International Inc | PM | 3.25% |
Broadcom Inc | AVGO | 3.14% |
Alphabet Inc | GOOGL | 2.94% |
TJX Cos Inc/The | TJX | 2.91% |
JPMORGAN CHASE & CO. | JPM | 2.87% |
United Rentals Inc | URI | 2.77% |
AstraZeneca PLC | AZN | 2.76% |
AbbVie Inc | ABBV | 2.74% |
Emerson Electric Co | EMR | 2.68% |
Prologis Inc | PLD | 2.66% |
Eli Lilly & Co | LLY | 2.64% |
Blackstone Inc | BX | 2.6% |
Medtronic PLC | MDT | 2.56% |
Becton Dickinson & Co | BDX | 2.45% |
Cencora Inc | COR | 2.42% |
American Express Co | AXP | 2.28% |
Blackrock Inc | BLK | 2.27% |
RTX Corp | RTX | 2.24% |
Goldman Sachs Group Inc/The | GS | 2.14% |
Citigroup Inc | C | 2.13% |
NextEra Energy Inc | NEE | 2.1% |
Walmart Inc | WMT | 2.07% |
Delta Air Lines Inc | DAL | 2.05% |
Union Pacific Corp | UNP | 2.05% |
Darden Restaurants Inc | DRI | 1.99% |
PNC Financial Services Group Inc/The | PNC | 1.89% |
Freeport-McMoRan Inc | FCX | 1.77% |
Taiwan Semiconductor Manufacturing Co Ltd | TSM | 1.75% |
Digital Realty Trust Inc | DLR | 1.71% |
Cameco Corp | CCJ | 1.36% |
Enbridge Inc | ENB | 1.34% |
STMicroelectronics NV | STM | 1.22% |
Caterpillar Inc | CAT | 1.09% |
Baker Hughes Co | BKR | 1.07% |
Corning Inc | GLW | 1.05% |
Lam Research Corp | LRCX | 0.98% |
First American Treasury Obligations Fund 01/01/2040 | First.American.Treasury.Obligations.Fund.01.01.2040 | 0.67% |
Cash & Other | Cash...Other | 0.04% |
BKR US 11/20/26 C60 | BKR.US.11.20.26.C60 | 0% |
LRCX US 11/27/26 C270 | LRCX.US.11.27.26.C270 | 0% |
GLW US 11/27/26 C145 | GLW.US.11.27.26.C145 | 0% |
CCJ US 11/27/26 C90 | CCJ.US.11.27.26.C90 | 0% |
CAT US 11/27/26 C680 | CAT.US.11.27.26.C680 | 0% |
FCX US 11/27/26 C73 | FCX.US.11.27.26.C73 | 0% |
AVGO US 11/27/26 C390 | AVGO.US.11.27.26.C390 | 0% |
STM US 11/27/26 C52 | STM.US.11.27.26.C52 | 0% |
GS US 11/27/26 C990 | GS.US.11.27.26.C990 | -0.01% |
NVDA US 11/27/26 C245 | NVDA.US.11.27.26.C245 | -0.01% |
META US 11/27/26 C725 | META.US.11.27.26.C725 | -0.01% |
C US 11/27/26 C130 | C.US.11.27.26.C130 | -0.01% |
DLR US 11/27/26 C195 | DLR.US.11.27.26.C195 | -0.01% |
AAPL US 11/27/26 C375 | AAPL.US.11.27.26.C375 | -0.01% |
COR US 11/20/26 C370 | COR.US.11.20.26.C370 | -0.01% |
IBM US 11/27/26 C280 | IBM.US.11.27.26.C280 | -0.01% |
JPM US 11/27/26 C360 | JPM.US.11.27.26.C360 | -0.02% |
PM US 11/27/26 C220 | PM.US.11.27.26.C220 | -0.02% |
GOOGL US 11/27/26 C310 | GOOGL.US.11.27.26.C310 | -0.02% |
MSFT US 11/27/26 C580 | MSFT.US.11.27.26.C580 | -0.02% |
UNP US 11/27/26 C315 | UNP.US.11.27.26.C315 | -0.03% |
EMR US 11/27/26 C175 | EMR.US.11.27.26.C175 | -0.03% |
TJX US 11/27/26 C155 | TJX.US.11.27.26.C155 | -0.03% |
ABBV US 11/27/26 C310 | ABBV.US.11.27.26.C310 | -0.03% |
BX US 11/27/26 C130 | BX.US.11.27.26.C130 | -0.03% |
AXP US 11/27/26 C340 | AXP.US.11.27.26.C340 | -0.03% |
LLY US 11/27/26 C1440 | LLY.US.11.27.26.C1440 | -0.04% |
AZN US 11/20/26 C190 | AZN.US.11.20.26.C190 | -0.04% |
DRI US 11/20/26 C230 | DRI.US.11.20.26.C230 | -0.04% |
DAL US 11/27/26 C90 | DAL.US.11.27.26.C90 | -0.05% |
WMT US 11/27/26 C132 | WMT.US.11.27.26.C132 | -0.05% |
BLK US 11/27/26 C1210 | BLK.US.11.27.26.C1210 | -0.06% |
BDX US 11/20/26 C210 | BDX.US.11.20.26.C210 | -0.08% |
MDT US 11/27/26 C100 | MDT.US.11.27.26.C100 | -0.13% |
| Sector | Weight |
|---|---|
|
Information Technology | 26.24% |
|
Financials | 16.76% |
|
Health care | 15.65% |
|
Industrials | 12.64% |
|
Communication services | 6.35% |
|
All Others | 22.36% |
SWP Growth & Income ETF (SWP) share price today is $27.581.
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 $24.66.
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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