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SWP Growth & Income ETF
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SWP Holdings Information

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Last updated: October 13, 2026

Holdings Count
44
Total Assets
145.93M
Top 10 Percentage
38.70%
Asset Class
Equity
Category
Size And Style
Region
North America
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Top Holdings

44 Holdings as of Oct 13, 2026
44 Holdings as of Oct 13, 2026
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MSFT
Microsoft
5.90%$8.62M―$4.02T5.82%
35 Buy
2 Hold
0 Sell
Strong Buy
―
AAPL
Apple Inc
4.76%$6.95M―$4.98T37.74%
16 Buy
11 Hold
4 Sell
Moderate Buy
―
NVDA
Nvidia Corporation
4.40%$6.43M―$5.45T26.93%
33 Buy
0 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
4.05%$5.91M―$1.89T7.60%
39 Buy
6 Hold
0 Sell
Strong Buy
―
AVGO
Broadcom Inc.
3.69%$5.39M―$1.69T3.83%
27 Buy
2 Hold
0 Sell
Strong Buy
―
IBM
International Business Machines Corporation
3.58%$5.22M―$213.88B-16.43%
12 Buy
7 Hold
0 Sell
Moderate Buy
―
GOOGL
Alphabet Inc. Class A
3.55%$5.17M―$4.29T44.14%
26 Buy
4 Hold
0 Sell
Strong Buy
―
PM
Philip Morris International
3.14%$4.59M―$314.84B25.28%
9 Buy
2 Hold
0 Sell
Strong Buy
―
TJX
TJX Companies
2.88%$4.20M―$156.11B-1.81%
14 Buy
4 Hold
0 Sell
Strong Buy
―
JPM
JPMorgan Chase & Co.
2.75%$4.01M―$888.63B9.71%
10 Buy
9 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

23.01%Technology15.45%Financial13.50%Healthcare12.60%Industrials7.57%Communication Services5.98%General4.90%Consumer Defensive4.54%Consumer Cyclical4.33%Real Estate4.16%Energy2.16%Basic Materials1.79%Utilities23.01%Technology
Technology
23.01%
Financial
15.45%
Healthcare
13.50%
Industrials
12.60%
Communication Services
7.57%
General
5.98%
Consumer Defensive
4.90%
Consumer Cyclical
4.54%
Real Estate
4.33%
Energy
4.16%
Basic Materials
2.16%
Utilities
1.79%

Countries Breakdown

94.82%United States2.92%Canada2.26%United Kingdom94.82%United States
United States
94.82%
Canada
2.92%
United Kingdom
2.26%

Breakdown By Smart Score

21.97%Outperform1025.34%Outperform912.75%Outperform834.38%Neutral72.13%Neutral51.65%Neutral41.78%Underperform38
The weighted average smart score of the SWP ETF is 8
10
21.97%
9
25.34%
8
12.75%
7
34.38%
6
0.00%
5
2.13%
4
1.65%
3
1.78%
2
0.00%
1
0.00%

SWP ETF News

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, AAPL, NVDA.
    What is SWP’s holding count?
    ETF SWP’s is holdings 44 different assets.
      What are the total assets of ETF SWP?
      ETF SWP’s total assets are 145.93M.
        What sector is SWP most exposed to?
        SWP is most exposed to 23.01% Technology of its holdings.
          How concentrated is SWP?
          SWP’s top 10 holdings represent 38.70% of the fund.
            What is SWP’s average Smart Score?
            The weighted average Smart Score of SWP is 8.
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