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SWP Growth & Income ETF
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SWP Holdings Information

Compare
Holdings Count
48
Total Assets
133.26M
Top 10 Percentage
38.46%
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
48 Holdings as of Nov 28, 2025
48 Holdings as of Nov 28, 2025
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
6.17%
$8.14M
―
$3.61T
14.65%
33 Buy
2 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
5.28%
$6.97M
―
$1.88T
145.29%
29 Buy
2 Hold
0 Sell
Strong Buy
―
GOOGL
Alphabet Inc. Class A
5.08%
$6.69M
―
$3.86T
89.38%
31 Buy
7 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
4.99%
$6.58M
―
$4.10T
16.95%
21 Buy
12 Hold
2 Sell
Moderate Buy
―
IBM
International Business Machines Corporation
3.43%
$4.52M
―
$283.42B
33.33%
8 Buy
5 Hold
1 Sell
Moderate Buy
―
ORCL
Oracle Corporation
3.33%
$4.39M
―
$584.30B
10.88%
25 Buy
11 Hold
1 Sell
Moderate Buy
―
LLY
Eli Lilly And Company
2.88%
$3.79M
―
$1.04T
38.85%
18 Buy
2 Hold
0 Sell
Strong Buy
―
JPM
JPMorgan Chase & Co.
2.45%
$3.23M
―
$837.48B
23.19%
11 Buy
6 Hold
0 Sell
Moderate Buy
―
COR
Cencora, Inc.
2.45%
$3.22M
―
$71.49B
46.50%
9 Buy
1 Hold
0 Sell
Strong Buy
―
JEF
Jefferies Group
2.40%
$3.17M
―
$11.81B
-27.68%
2 Buy
2 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

24.43%Technology15.96%Financial13.21%Healthcare11.61%Industrials8.30%Consumer Cyclical7.88%Communication Services5.94%Energy3.78%Utilities3.70%Real Estate2.55%Basic Materials2.34%Consumer Defensive0.31%General24.43%Technology
Technology
24.43%
Financial
15.96%
Healthcare
13.21%
Industrials
11.61%
Consumer Cyclical
8.30%
Communication Services
7.88%
Energy
5.94%
Utilities
3.78%
Real Estate
3.70%
Basic Materials
2.55%
Consumer Defensive
2.34%
General
0.31%

Countries Breakdown

95.95%United States4.05%Canada95.95%United States
United States
95.95%
Canada
4.05%

Breakdown By Smart Score

19.36%Outperform1017.04%Outperform922.10%Outperform820.53%Neutral713.45%Neutral61.92%Neutral52.80%Neutral42.80%Underperform38
The weighted average smart score of the SWP ETF is 8
10
19.36%
9
17.04%
8
22.10%
7
20.53%
6
13.45%
5
1.92%
4
2.80%
3
2.80%
2
0.00%
1
0.00%

SWP ETF News

3 Best ETFs to Invest In, According to AI Analyst, 11/21/2025
PremiumMarket News

3 Best ETFs to Invest In, According to AI Analyst, 11/21/2025

10d ago
SWP
AVGO
Alphabet Class A Soars with AI Momentum and Institutional Support
PremiumWeekend Updates

Alphabet Class A Soars with AI Momentum and Institutional Support

2d ago
GOOGL
Apple’s Bold Moves: Intel Partnership & India Legal Battle
PremiumWeekend Updates

Apple’s Bold Moves: Intel Partnership & India Legal Battle

2d ago
AAPL
Eli Lilly, Strategy, Applied Materials, Rocket Lab, and QuantumScape: Insider Moves Unveiled
PremiumWeekend Updates

Eli Lilly, Strategy, Applied Materials, Rocket Lab, and QuantumScape: Insider Moves Unveiled

2d ago
QS
LLY
See More SWP News
See More SWP News

SWP ETF FAQ

What are ETF SWP’s top 3 holdings?
SWP’s top 3 holdings are MSFT, AVGO, GOOGL.
    What is ETF SWP’s holdings count?
    ETF SWP’s is holdings 48 different assets.
      What are the total assets of ETF SWP?
      ETF SWP’s total assets are 133.26M.
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