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Upturn AI SWOT - About
SWP Growth & Income ETF (SWP)
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Upturn Advisory Summary
10/24/2025: 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 7.55% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 investors with a balance of capital appreciation and current income. It typically invests in a diversified portfolio of stocks and bonds, focusing on companies with sustainable growth potential and consistent dividend payouts. Asset allocation strategy blends growth stocks with income-generating bonds.
Reputation and Reliability
Information about the issuer's reputation and track record is not available.
Management Expertise
Information about the management team's experience and expertise is not available.
Investment Objective
Goal
To achieve a balance of capital appreciation and current income.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but rather uses an active management strategy to select stocks and bonds.
Composition The ETF holds a mix of stocks and bonds, but the exact allocation may vary depending on market conditions and the manager's outlook.
Market Position
Market Share: Market share data for the SWP Growth & Income ETF is not available.
Total Net Assets (AUM): Information about the assets under management is not available.
Competitors
Key Competitors
- SCHD
- VIG
- DVY
Competitive Landscape
The ETF industry is highly competitive, with numerous funds offering similar growth and income strategies. SWP Growth & Income ETF's success depends on its ability to outperform its peers through security selection and asset allocation. Its advantages and disadvantages depend on the specific strategies employed by the fund manager and their ability to generate alpha.
Financial Performance
Historical Performance: Historical performance data is not available.
Benchmark Comparison: Benchmark comparison data is not available.
Expense Ratio: Expense ratio data is not available.
Liquidity
Average Trading Volume
Average trading volume information is not available.
Bid-Ask Spread
Bid-ask spread information is not available.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and economic growth, as well as sector growth prospects and overall market conditions, can significantly impact the performance of SWP Growth & Income ETF.
Growth Trajectory
The growth trajectory of SWP Growth & Income ETF depends on its ability to attract new investors, generate positive returns, and adapt its investment strategy to changing market conditions.
Moat and Competitive Advantages
Competitive Edge
SWP Growth & Income ETF's competitive advantages may include a unique investment strategy, superior management team, or a niche market focus. A well-defined and consistently executed investment process can differentiate the ETF from its peers. The ability to identify undervalued growth stocks and income-generating bonds is critical. Strong risk management practices also contribute to its competitive edge. The fundu2019s success relies on a skilled portfolio manager who can adapt to different market cycles.
Risk Analysis
Volatility
Historical volatility data is not available.
Market Risk
The ETF is subject to market risk, which is the risk that the overall market or specific sectors in which the ETF invests will decline. Specific risks associated with the ETF's underlying assets include equity risk, interest rate risk (for bond holdings), and credit risk (for bond holdings).
Investor Profile
Ideal Investor Profile
The ideal investor for SWP Growth & Income ETF is someone seeking a combination of capital appreciation and current income, with a moderate risk tolerance.
Market Risk
The ETF is suitable for long-term investors who are looking for a balanced investment approach and are willing to accept some market volatility.
Summary
SWP Growth & Income ETF aims to provide a blend of capital appreciation and income through a diversified portfolio of stocks and bonds. Its success depends on its investment strategy, asset allocation, and the ability of its managers to generate returns. The ETF is suited for long-term investors with a moderate risk tolerance seeking a balanced investment approach. Without specifics of the ETF, its performance relative to competitors can't be determined. Further research is needed to determine this ETF's true worth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- No sources were used as most of the information is not available. Basic ETF information was inferred from common ETF investing principles.
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Data may be limited or unavailable due to the hypothetical nature of the ETF.
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.