SWP Growth & Income ETFSWP
Type
ETF
Peer group
US equity: large companies
Net assets
$145.3M
Expense ratio
0.99%
1-year return
+14.3%
3 years, a year
—
5 years, a year
—
12-month yield
8.81%
Holdings
73
What it aims to do.
The SWP Growth & Income ETF (the Fund) seeks to provide long-term capital appreciation
Top 10 holdings.
| Holding | % of fund |
|---|---|
| MSFT Microsoft Corp | 3.96% |
| GOOGL Alphabet Inc | 3.91% |
| AAPL Apple Inc | 3.65% |
| AVGO Broadcom Inc | 3.31% |
| First American Treasury Obliga | 3.05% |
| PM Philip Morris International In | 2.79% |
| PLD Prologis Inc | 2.73% |
| FLS Flowserve Corp | 2.71% |
| IBM Ibm | 2.70% |
| ORCL Oracle Corp | 2.60% |
More on SWP.
- SWP overview
- SWP holdings
- SWP risk
- SWP costs
- SWP money in and out
- SWP share classes
- Compare SWP with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.