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SWP
SWP Growth & Income ETF
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SWP Holdings Information

Compare
Holdings Count
51
Total Assets
138.30M
Top 10 Percentage
32.25%
Asset Class
Equity
Category
Size And Style
Region
North America
See the full list of holdings, find out what stocks are the most undervalued and get access to the all ETF's smart score and filters.Go Premium

Top Holdings

51 Holdings as of Mar 25, 2026
51 Holdings as of Mar 25, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
5.46%
$7.52M
―
$2.76T
-4.85%
33 Buy
3 Hold
0 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
3.86%
$5.32M
―
$3.51T
76.26%
26 Buy
6 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
3.69%
$5.08M
―
$3.71T
14.03%
14 Buy
9 Hold
1 Sell
Moderate Buy
―
AVGO
Broadcom Inc.
3.49%
$4.81M
―
$1.51T
77.84%
27 Buy
2 Hold
0 Sell
Strong Buy
―
IBM
International Business Machines Corporation
2.87%
$3.95M
―
$226.43B
-3.57%
11 Buy
6 Hold
0 Sell
Moderate Buy
―
ORCL
Oracle Corporation
2.79%
$3.85M
―
$419.96B
-1.20%
27 Buy
4 Hold
0 Sell
Strong Buy
―
PLD
Prologis, Inc.
2.65%
$3.65M
―
$124.01B
17.30%
10 Buy
6 Hold
0 Sell
Moderate Buy
―
PM
Philip Morris International
2.59%
$3.57M
―
$257.63B
7.24%
8 Buy
3 Hold
0 Sell
Moderate Buy
―
JPM
JPMorgan Chase & Co.
2.45%
$3.37M
―
$796.76B
17.68%
12 Buy
9 Hold
0 Sell
Moderate Buy
―
TJX
TJX Companies
2.39%
$3.29M
―
$177.39B
33.45%
12 Buy
1 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

25.25%Technology14.21%Financial12.64%Industrials11.36%Healthcare11.07%Consumer Cyclical6.19%Communication Services5.40%Energy3.85%Real Estate3.43%Utilities3.28%Basic Materials2.59%Consumer Defensive0.75%General25.25%Technology
Technology
25.25%
Financial
14.21%
Industrials
12.64%
Healthcare
11.36%
Consumer Cyclical
11.07%
Communication Services
6.19%
Energy
5.40%
Real Estate
3.85%
Utilities
3.43%
Basic Materials
3.28%
Consumer Defensive
2.59%
General
0.75%

Countries Breakdown

94.06%United States3.86%Canada2.08%United Kingdom94.06%United States
United States
94.06%
Canada
3.86%
United Kingdom
2.08%

Breakdown By Smart Score

13.03%Outperform109.16%Outperform935.16%Outperform815.71%Neutral76.52%Neutral69.28%Neutral54.12%Neutral44.54%Underperform32.46%Underperform27
The weighted average smart score of the SWP ETF is 7
10
13.03%
9
9.16%
8
35.16%
7
15.71%
6
6.52%
5
9.28%
4
4.12%
3
4.54%
2
2.46%
1
0.00%

SWP ETF News

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See More SWP News

SWP ETF FAQ

What are ETF SWP’s top 3 holdings?
SWP’s top 3 holdings are MSFT, GOOGL, AAPL.
    What is ETF SWP’s holdings count?
    ETF SWP’s is holdings 51 different assets.
      What are the total assets of ETF SWP?
      ETF SWP’s total assets are 138.30M.
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