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SAWS - ETF AI Analysis

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SAWS

AAM Sawgrass US Small Cap Quality Growth ETF (SAWS)

Rating:72Outperform
Price Target:
SAWS, the AAM Sawgrass US Small Cap Quality Growth ETF, earns a solid overall rating thanks to several strong holdings like Archrock, Iradimed, Sanmina, Pricesmart, and Gorman-Rupp, which show healthy revenue growth, solid profitability, and generally positive outlooks. These are partly offset by weaker spots such as StoneX Group and Artivion, where profitability, cash flow, and valuation concerns weigh on their appeal. The main risk factor is that many top holdings share valuation challenges or signs of overbought technical conditions, which could increase volatility for the fund.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Quality Top Holdings
Several of the largest positions, such as StoneX Group and Advanced Energy, have delivered strong year-to-date results that support the fund’s overall performance.
Sector Diversification Within the U.S.
Holdings spread across industrials, health care, technology, financials, and consumer sectors help reduce the impact of weakness in any single industry.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which can gradually reduce net returns for long-term investors.
Very Small Asset Base
With relatively low assets under management, the ETF may face lower trading liquidity and a higher risk of closure compared with larger funds.
Concentrated U.S. Exposure
The portfolio is almost entirely invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.

SAWS vs. SPDR S&P 500 ETF (SPY)

SAWS Summary

The AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) focuses on smaller U.S. companies that the managers believe have strong growth potential and solid finances, rather than tracking a specific index. It spreads investments across many sectors, including industrials, health care, and technology, and holds lesser-known but growing businesses like StoneX Group and Advanced Energy. Someone might consider SAWS if they want to add higher-growth small companies to diversify a portfolio that is heavy in large, well-known stocks. A key risk is that small-cap stocks can be more volatile, so the ETF’s price can move up and down more sharply than the overall market.
How much will it cost me?The AAM Sawgrass US Small Cap Quality Growth ETF (Ticker: SAWS) has an expense ratio of 0.55%, meaning you’ll pay $5.50 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting high-quality small-cap growth stocks rather than tracking a broad index.
What would affect this ETF?The SAWS ETF, focused on U.S. small-cap growth companies, could benefit from a strong U.S. economy, technological innovation, and increased demand for healthcare and industrial solutions, given its sector exposure. However, it may face challenges from rising interest rates, which can make borrowing more expensive for small companies, and economic slowdowns that could disproportionately impact smaller firms. Regulatory changes or sector-specific disruptions in industries like technology or healthcare could also influence its performance.

SAWS Top 10 Holdings

SAWS leans heavily into U.S. small-cap industrials and health care, with names like StoneX Group and Sanmina doing much of the heavy lifting as their shares keep climbing on solid growth stories. BrightSpring Health Services is another rising star, though its high debt load means the ride could be bumpy. On the flip side, Advanced Energy has been more mixed lately, losing a bit of steam despite a solid long-term narrative, while Iradimed’s recent softness has also tapped the brakes. Overall, it’s a domestically focused, sector-diversified small-cap growth play.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
StoneX Group4.56%$322.82K$8.98B100.85%
58
Neutral
Sanmina-Sci3.12%$221.14K$13.92B206.68%
79
Outperform
Archrock3.06%$217.03K$5.87B34.50%
79
Outperform
BrightSpring Health Services, Inc.3.05%$216.31K$11.96B159.05%
67
Neutral
Pricesmart2.80%$198.11K$5.25B57.43%
77
Outperform
Iradimed2.79%$197.39K$1.16B56.63%
78
Outperform
Mueller Industries2.62%$185.88K$14.22B65.15%
78
Outperform
Gorman-Rupp Company2.60%$184.50K$1.98B105.34%
76
Outperform
Granite Construction2.58%$182.58K$5.99B52.98%
70
Outperform
Advanced Energy2.57%$182.10K$11.49B163.27%
67
Neutral

SAWS Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
22.77
Positive
100DMA
22.48
Positive
200DMA
21.71
Positive
Market Momentum
MACD
0.11
Positive
RSI
49.83
Neutral
STOCH
71.85
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAWS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 23.47, equal to the 50-day MA of 22.77, and equal to the 200-day MA of 21.71, indicating a neutral trend. The MACD of 0.11 indicates Positive momentum. The RSI at 49.83 is Neutral, neither overbought nor oversold. The STOCH value of 71.85 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for SAWS.

SAWS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$7.05M0.55%
72
Outperform
$99.50M0.75%
70
Neutral
$59.12M0.85%
65
Neutral
$52.61M0.95%
64
Neutral
$17.17M0.49%
67
Neutral
$4.12M0.80%
61
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SAWS
AAM Sawgrass US Small Cap Quality Growth ETF
23.24
3.71
19.00%
AFSM
First Trust Active Factor Small Cap ETF
TMFS
Motley Fool Small-Cap Growth ETF
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
ACSG
American Century Small Cap Growth Insights ETF
SGRW
Harbor Active Small Cap Growth ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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