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Upturn AI SWOT - About
ETF Series Solutions (SAWG)
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Upturn Advisory Summary
10/15/2025: SAWG (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 Stock | Historic Profit 7.16% | Avg. Invested days 56 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio 29.93 | 1Y Target Price - |
Price to earnings Ratio 29.93 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 16.82 - 20.71 | Updated Date 06/16/2025 |
52 Weeks Range 16.82 - 20.71 | Updated Date 06/16/2025 | ||
Dividends yield (FY) 0.16% | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE 29.93 | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
ETF Series Solutions
Company Overview
History and Background
ETF Series Solutions is not a publicly traded company but a platform providing white-label ETF services. Founded to streamline the ETF launch process, it offers operational, legal, and compliance support to asset managers.
Core Business Areas
- ETF White Label Services: Offers a comprehensive platform for launching and managing ETFs, including fund administration, compliance, legal, and distribution support. This enables firms to enter the ETF market without building the infrastructure themselves.
Leadership and Structure
ETF Series Solutions operates under a board and management team focused on providing ETF services. The specific leadership structure varies depending on the underlying funds using their platform.
Top Products and Market Share
Key Offerings
- ETF White Label Platform: This is their core service, enabling asset managers to launch ETFs. Market share data is unavailable as they are a service provider, not an ETF issuer. Competitors include providers such as Exchange Traded Concepts and VettaFi.
Market Dynamics
Industry Overview
The ETF industry is experiencing rapid growth and increased competition. Demand for diversified investment vehicles and lower fees fuels this expansion.
Positioning
ETF Series Solutions positions itself as a facilitator, enabling asset managers to capitalize on the ETF growth trend. Their competitive advantage lies in their comprehensive service offerings and cost-effectiveness.
Total Addressable Market (TAM)
The TAM is the overall AUM in ETFs globally which is roughly $10 Trillion (USD). ETF Series Solutions is positioned to capture a portion of the revenue associated with servicing ETF products.
Upturn SWOT Analysis
Strengths
- Comprehensive ETF launch platform
- Reduced time-to-market for new ETFs
- Scalable infrastructure
- Expertise in compliance and legal requirements
Weaknesses
- Reliance on the success of client ETFs
- Lack of direct control over investment strategies
- Potential regulatory changes impacting ETF structures
Opportunities
- Increasing demand for specialized ETFs
- Expansion into new asset classes
- Partnerships with established asset managers
- Geographic expansion
Threats
- Increased competition from other white-label providers
- Economic downturn impacting investor sentiment
- Changes in ETF regulations
- Technology disruptions
Competitors and Market Share
Key Competitors
- Exchange Traded Concepts
- VettaFi
- Mirae Asset Global ETFs (formerly Global X ETFs)
Competitive Landscape
ETF Series Solutions competes based on service offerings, technology, and cost. They need to consistently innovate and provide value to their clients to maintain a competitive edge.
Growth Trajectory and Initiatives
Historical Growth: Growth is tied to the expansion of the ETF market and the increasing number of asset managers launching ETFs.
Future Projections: Future growth depends on their ability to attract and retain clients, expand their service offerings, and adapt to changing market conditions.
Recent Initiatives: Focus on innovation to cater to specialized funds and ESG investing.
Summary
ETF Series Solutions plays a vital role in the ETF ecosystem by enabling asset managers to efficiently launch new ETF products. The company's success is directly tied to the growth and innovation within the broader ETF industry. While its private status limits transparency, its focus on comprehensive services and adaptability positions it favorably for future expansion. Monitoring regulatory changes and competition is crucial for maintaining its competitive advantage.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF industry reports
- Company websites
- Third-party research reports
Disclaimers:
This analysis is based on publicly available information and estimates. Financial data is unavailable due to the company's private status. Market share data is based on approximations.
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 ETF Series Solutions
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date 2024-07-31 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity securities of large-capitalization companies. Under normal circumstances, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in U.S.-listed large-capitalization companies.
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