SWP

SWP Growth & Income ETF

$27.98

+0.00%

Market closed. Last update: 10:51 PM ET

📎 Investment Objective

The SWP Growth & Income ETF seeks to provide long-term capital appreciation and current income by investing in a diversified portfolio of growth and income-producing securities.

Overview

ETF tracking SWP Growth & Income ETF

Category Growth

Issuer Other

Inception Date 2024-09-25

Market Cap $103.5M

Average Volume N/A

Dividend Yield 3.14%

52-Week Range $21.99 - $28.54

VWAP $27.98

Performance

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Price Chart

Investment Summary

📎 Investment Objective

The SWP Growth & Income ETF seeks to provide long-term capital appreciation and current income by investing in a diversified portfolio of growth and income-producing securities.

🎯 Investment Strategy

The ETF invests primarily in a mix of large-cap growth stocks and high-quality fixed income securities to generate both capital growth and a steady stream of income. The portfolio is actively managed to balance risk and return objectives.

✨ Key Features

Diversified portfolio of growth stocks and income-producing securities
Actively managed to optimize the balance between capital appreciation and current income
Aims to provide a combination of long-term growth potential and regular dividend payments
Low expense ratio of 0.00%

⚠️ Primary Risks

Equity market risk - the value of the growth stock holdings may fluctuate due to changes in the overall stock market
Interest rate risk - the fixed income portion may decline in value when interest rates rise
Credit risk - the fixed income holdings are subject to the risk of default by the issuers
Concentration risk - the fund's performance is tied to the specific securities it holds

👤 Best For

The SWP Growth & Income ETF may be suitable for investors seeking a balanced portfolio that provides both capital appreciation potential and a steady stream of income. It could be appropriate for those with a moderate to long-term investment horizon who want exposure to large-cap growth stocks and high-quality bonds.