SAWG - ETF AI Analysis
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AAM Sawgrass US Large Cap Quality Growth ETF (SAWG)
SAWG, the AAM Sawgrass US Large Cap Quality Growth ETF, earns a solid overall rating largely because it is anchored by high-quality leaders like Alphabet, Apple, Microsoft, and Nvidia, all showing strong financial performance, positive earnings commentary, and long-term growth drivers in areas such as AI, cloud, and services. Additional support comes from profitable healthcare and biotech names like Exelixis and Incyte, though some holdings such as Eli Lilly and Meta introduce risks related to high leverage, cash flow or valuation concerns. The main risk factor is the fund’s heavy tilt toward large U.S. technology and AI-focused companies, which can increase sensitivity to tech sector downturns and valuation pullbacks.
SAWG vs. SPDR S&P 500 ETF (SPY)
- AUM
- 3.21M
- Region
- North America
- Expense Ratio
- 0.49%
- Beta
- 0.97
- Issuer
- AAM
- Inception Date
- Jul 30, 2024
- Dividend Yield
- 0.25%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
SAWG Summary
The AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an actively managed fund that focuses on large, well-established U.S. companies with strong growth potential, rather than tracking a specific index. It leans heavily toward technology and health care stocks and holds well-known names like Apple, Microsoft, Alphabet (Google), Nvidia, and Meta. Investors might consider SAWG if they want a simple way to invest in a basket of leading growth companies for long-term appreciation and diversification. A key risk is that it is heavily tilted toward tech and growth stocks, so its value can rise and fall sharply with market swings.
How much will it cost me?
This ETF has an expense ratio of 0.49%, which means you’ll pay about $4.90 per year for every $1,000 you invest. That’s higher than the average low-cost index ETF because SAWG is actively managed, with professionals selecting specific large-cap growth stocks rather than simply tracking an index.
What would affect this ETF?
SAWG is heavily invested in large U.S. technology and health care companies like Apple, Alphabet, Nvidia, and Eli Lilly, so it could benefit from ongoing innovation, strong corporate earnings, and a supportive economic environment for growth stocks. On the downside, rising interest rates, tighter regulations on big tech or drug makers, or a broad slowdown in the U.S. economy could hurt high-growth, large-cap companies and weigh on this ETF’s performance.
SAWG Top 10 Holdings
SAWG leans heavily into U.S. Big Tech and semiconductors, with Apple and Microsoft providing a steady, rising backbone for the fund. Nvidia and AMD are more of the thrill ride here: AMD has been a standout long-term winner, while Nvidia’s recent wobble has taken some shine off its earlier strength. Alphabet and Meta, both under pressure lately, are dragging on returns and show that not all tech is firing on all cylinders. Balancing this, fast-rising health care names like Exelixis and Eli Lilly help diversify the fund’s growth story within the U.S. market.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 7.72% | $228.88K | $5.03T | 26.98% | 79Outperform |
 NVDA | Nvidia | 7.05% | $208.75K | $4.93T | 0.86% | 76Outperform |
 GOOGL | Alphabet Class A | 6.16% | $182.50K | $3.41T | -0.58% | 85Outperform |
 MSFT | Microsoft | 4.69% | $138.90K | $3.88T | -0.73% | 79Outperform |
 EXEL | Exelixis | 4.32% | $128.03K | $16.93B | 78.20% | 78Outperform |
 AMD | Advanced Micro Devices | 4.07% | $120.65K | $824.07B | 98.09% | 73Outperform |
 AVGO | Broadcom | 3.66% | $108.33K | $1.56T | -13.38% | 76Outperform |
 LLY | Eli Lilly & Co | 3.52% | $104.40K | $1.33T | 67.86% | 72Outperform |
 META | Meta Platforms | 3.27% | $96.80K | $1.57T | -7.72% | 76Outperform |
 INCY | Incyte | 3.12% | $92.51K | $24.54B | 30.02% | 81Outperform |
SAWG Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAWG, the sentiment is Negative. The current price of 24.31 is below the 20-day moving average (MA) of 24.84, below the 50-day MA of 24.56, and above the 200-day MA of 23.33, indicating a neutral trend. The MACD of -0.00 indicates Positive momentum. The RSI at 41.33 is Neutral, neither overbought nor oversold. The STOCH value of 46.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for SAWG.
SAWG Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| SAWG | $24.31 | $27.00(11.08% Upside) | $3.21M | 0.49% | 74Outperform |
 PRXG | $38.63 | $50.07(29.60% Upside) | $90.39M | 0.36% | 75Outperform |
 AFGR | $35.66 | $46.56(30.55% Upside) | $88.02M | 0.65% | 75Outperform |
 AQLG | $25.97 | $30.96(19.20% Upside) | $77.59M | 0.65% | 68Neutral |
 CGGG | $27.01 | $38.17(41.33% Upside) | $73.03M | 0.39% | 72Outperform |
 SGRT | $31.61 | $40.00(26.55% Upside) | $69.26M | 0.59% | 68Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| SAWG | AAM Sawgrass US Large Cap Quality Growth ETF | 24.31 | 1.80 | 8.02% | |
| PRXG | Praxis Impact Large Cap Growth ETF | 38.63 | 1.19 | 3.19% | |
| AFGR | First Trust Active Factor Large Cap Growth ETF | 35.66 | -1.29 | -3.50% | |
| AQLG | Highland Capital Large Capital Growth ETF | 25.97 | 0.97 | 3.90% | |
| CGGG | Capital Group U.S. Large Growth ETF | 27.01 | -2.21 | -7.55% | |
| SGRT | SMART Earnings Growth 30 ETF | 31.61 | 5.44 | 20.79% |
This 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.