Large Blend · SWP Investment Management, LLC · NASDAQ
Large BlendETF
SWP Growth & Income ETF (SWP) is an exchange-traded fund in the Large Blend category. It has $147.40M in assets, an expense ratio of 0.99% and a 5.75% dividend yield. 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.
Assets under management
$147.40M
Expense ratio
0.99%
Category
Large Blend
Dividend yield
5.75%
NAV
$28.32
Fund family
SWP Investment Management, LLC
Exchange
NASDAQ
Top holdings
The largest positions SWP Growth & Income ETF reports, by weight.