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Upturn AI SWOT - About
SWP Growth & Income ETF (SWP)
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Upturn Advisory Summary
08/14/2025: SWP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.54% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 21.41 - 26.26 | Updated Date 06/28/2025 |
52 Weeks Range 21.41 - 26.26 | Updated Date 06/28/2025 |
Upturn AI SWOT
SWP Growth & Income ETF
ETF Overview
Overview
The SWP Growth & Income ETF aims to provide a blend of capital appreciation and income generation. It focuses on investing in a diversified portfolio of stocks and bonds, targeting companies and securities with growth potential and consistent income streams.
Reputation and Reliability
Information about the issuer's reputation and track record in the market needs to be added.
Management Expertise
Information about the experience and expertise of the management team responsible for the ETF needs to be added.
Investment Objective
Goal
The primary investment goal of the ETF is to achieve a balance between capital appreciation and current income.
Investment Approach and Strategy
Strategy: The ETF employs a strategy of investing in a mix of stocks and bonds, with an emphasis on securities demonstrating both growth and income characteristics.
Composition The ETF holds a mix of stocks and bonds, with allocations determined by market conditions and the ETF's investment strategy. Specific percentages for each asset class need to be added.
Market Position
Market Share: Information about the ETF's market share in its sector needs to be added.
Total Net Assets (AUM): Information about the ETF's total assets under management needs to be added.
Competitors
Key Competitors
- Vanguard Total Stock Market ETF (VTI)
- Schwab U.S. Dividend Equity ETF (SCHD)
- iShares Core Dividend Growth ETF (DGRO)
- SPDR Portfolio S&P 500 Growth ETF (SPYG)
Competitive Landscape
The competitive landscape is characterized by many ETFs with similar growth and income objectives. The SWP Growth & Income ETF competes with larger, more established funds like VTI, SCHD, DGRO, and SPYG. Advantages may include a unique portfolio construction methodology or lower expense ratio, while disadvantages may include lower AUM and trading volume compared to competitors.
Financial Performance
Historical Performance: Historical performance data needs to be added.
Benchmark Comparison: Comparison data needs to be added.
Expense Ratio: Information about the ETF's expense ratio needs to be added.
Liquidity
Average Trading Volume
Average trading volume data needs to be added.
Bid-Ask Spread
Bid-ask spread data needs to be added.
Market Dynamics
Market Environment Factors
Market conditions, interest rates, and economic growth influence ETF SWP Growth & Income ETF. These factors may affect the performance of the underlying stocks and bonds held by the ETF.
Growth Trajectory
Analysis of growth trends, changes to strategy, and holdings needs to be added.
Moat and Competitive Advantages
Competitive Edge
Information regarding the competitive edge of ETF SWP Growth & Income ETF needs to be added. A potential advantage of this ETF is its active management style, which could allow the fund to outperform passive competitors. The investment strategy and approach could provide a competitive advantage. A smaller AUM means there is more flexibility in the investment strategy when compared to larger-cap ETFs. Ultimately, performance will determine if this investment approach is successful.
Risk Analysis
Volatility
Volatility data and analysis needs to be added.
Market Risk
Market risk analysis needs to be added.
Investor Profile
Ideal Investor Profile
The ideal investor is one who is looking for a blend of growth and income. This ETF might suit those wanting diversification across stocks and bonds.
Market Risk
The fund is suitable for long-term investors seeking a balance between capital appreciation and income generation. It is also suited to passive index followers.
Summary
The SWP Growth & Income ETF seeks to balance capital appreciation with income generation through a diversified portfolio of stocks and bonds. It aims to provide a smoother ride than pure growth ETFs by including income-generating assets. Before investing, understand the ETF's investment strategy, fees, and risk factors. A smaller AUM means there is more flexibility in the investment strategy when compared to larger-cap ETFs. Overall, the ETF might be a suitable option for investors seeking a blend of growth and income.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Company Filings
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SWP Growth & Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The adviser seeks to achieve the fund"s investment objective by investing at least 80% of its net assets in income-producing equity securities that are judged to have strong growth characteristics. The adviser considers "income-producing equity securities" as equity securities that pay dividends, such as common stocks, preferred stocks, securities (including debt securities) that are convertible into common stocks, and ETFs and other investment companies.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.