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SAWG - ETF AI Analysis

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SAWG

AAM Sawgrass US Large Cap Quality Growth ETF (SAWG)

Rating:73Outperform
Price Target:
SAWG, the AAM Sawgrass US Large Cap Quality Growth ETF, has a solid overall rating driven mainly by heavyweight tech leaders like Microsoft, Alphabet, Apple, and Nvidia, which benefit from strong financial performance and long-term growth opportunities in cloud and AI. These strengths are partly offset by risks tied to high valuations and some mixed or bearish technical signals in names like Nvidia, Amazon, AMD, and Eli Lilly, as well as the fund’s meaningful concentration in large U.S. growth and technology-related stocks.
Positive Factors
Strong Recent Short-Term Performance
The ETF has shown strong momentum over the past month, suggesting recent gains in its holdings.
Growth-Focused Blue-Chip Holdings
Many of the top positions are large, well-known growth companies that have delivered generally solid performance this year.
Sector Diversification Within U.S. Stocks
The fund spreads its investments across several sectors, including technology, health care, financials, and consumer-related industries, which helps reduce the impact of weakness in any single area.
Negative Factors
High Technology Concentration
A large portion of the portfolio is invested in technology stocks, which can make the ETF more sensitive to swings in that sector.
Mixed Performance Among Top Holdings
Some of the largest positions, including major technology names, have shown weaker performance this year, which can drag on overall returns.
Higher-Than-Typical Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees.

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

SAWG Summary

The AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) invests in large, well-established U.S. companies that are growing quickly and have strong finances. It doesn’t track a specific index, but instead is actively managed to focus on “quality growth” stocks, with a big tilt toward technology and health care. Well-known holdings include Microsoft and Apple, along with other major tech names. Someone might consider SAWG if they want long-term growth from leading U.S. companies in one fund. A key risk is that it is heavily invested in tech stocks, so its price can swing up and down more than the overall market.
How much will it cost me?The AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) has an expense ratio of 0.49%, meaning you’ll pay $4.90 per year for every $1,000 invested. This cost is higher than average because the ETF is actively managed, with professionals selecting high-quality growth companies rather than tracking a passive index.
What would affect this ETF?The SAWG ETF, with its strong focus on U.S. large-cap growth companies, particularly in technology and communication services, could benefit from continued innovation, consumer demand for tech products, and favorable economic conditions supporting growth-oriented sectors. However, it may face challenges from rising interest rates, which can negatively impact growth stocks, or regulatory changes targeting major tech firms, given its heavy exposure to companies like Microsoft, Nvidia, and Apple.

SAWG Top 10 Holdings

SAWG is leaning heavily on U.S. Big Tech and chipmakers, with names like Nvidia, AMD, Broadcom, and KLA doing much of the heavy lifting as semiconductor stocks keep climbing and powering the fund’s tech tilt. Apple and Alphabet look steadier, but Microsoft and Amazon have been losing a bit of steam lately, acting as mild brakes on performance. Health care names such as Eli Lilly and Exelixis add a secondary growth engine, yet the story here is clear: this is a U.S.-centric, tech-driven ETF riding the AI and cloud wave.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Nvidia6.60%$190.35K$4.71T22.22%
76
Outperform
Apple6.52%$188.26K$4.53T47.93%
79
Outperform
Microsoft6.20%$178.84K$2.90T-22.12%
79
Outperform
Alphabet Class A3.84%$110.85K$4.34T110.50%
85
Outperform
Advanced Micro Devices3.82%$110.30K$844.36B274.48%
73
Outperform
Amazon3.81%$109.93K$2.61T12.14%
71
Outperform
Exelixis3.74%$108.01K$14.04B31.19%
78
Outperform
Broadcom3.26%$94.08K$1.71T36.42%
76
Outperform
Incyte3.21%$92.55K$23.35B74.45%
81
Outperform
Eli Lilly & Co3.20%$92.26K$1.14T58.88%
72
Outperform

SAWG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
23.77
Positive
100DMA
22.70
Positive
200DMA
22.42
Positive
Market Momentum
MACD
0.16
Negative
RSI
63.14
Neutral
STOCH
95.09
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SAWG, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.92, equal to the 50-day MA of 23.77, and equal to the 200-day MA of 22.42, indicating a bullish trend. The MACD of 0.16 indicates Negative momentum. The RSI at 63.14 is Neutral, neither overbought nor oversold. The STOCH value of 95.09 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SAWG.

SAWG Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$2.89M0.49%
73
Outperform
$91.43M0.65%
75
Outperform
$85.76M0.36%
75
Outperform
$81.52M0.39%
71
Outperform
$75.58M0.65%
68
Neutral
$60.06M0.46%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
SAWG
AAM Sawgrass US Large Cap Quality Growth ETF
24.45
3.92
19.09%
AFGR
First Trust Active Factor Large Cap Growth ETF
PRXG
Praxis Impact Large Cap Growth ETF
CGGG
Capital Group U.S. Large Growth ETF
AQLG
Highland Capital Large Capital Growth ETF
IWFG
IQ Winslow Focused Large 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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