SWP Growth & Income ETF (SWP)

• Market cap: $77.2M
• 1 day: 0.39%
• 5 days: 1.10%
• 1 month: -7.73%
• 3 months: -10.56%
• 6 months: -10.00%
• Year to date: -8.43%
• 1 year: -7.73%
• 5 years: -7.73%
• 10 years: -7.73%
• Sector: Industrials
• Industry: Tools & Accessories

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more funds holding

Funds holding: 2 [Q3] → 3 (+1) [Q4]

6% more capital invested

Capital invested by funds: $80.7M [Q3] → $85.7M (+$4.97M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

2.38% less ownership

Funds ownership: 99.75% [Q3] → 97.37% (-2.38%) [Q4]