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SAWG
Upturn stock ratingUpturn stock rating

ETF Series Solutions (SAWG)

Upturn stock ratingUpturn stock rating
$20.52
Last Close (24-hour delay)
Profit since last BUY5.07%
upturn advisory
Consider higher Upturn Star rating
BUY since 33 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Time period over
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Upturn Advisory Summary

06/30/2025: SAWG (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $0

1 Year Target Price $0

Analysts Price Target For last 52 week
$0Target price
Low$
Current$20.52
high$

Analysis of Past Performance

Type Stock
Historic Profit 0.77%
Avg. Invested days 31
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

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 -

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

ETF Series Solutions

stock logo

Company Overview

overview logo History and Background

ETF Series Solutions is a white-label ETF provider, founded to assist firms in launching and managing their own ETFs. They focus on operational and compliance support.

business area logo Core Business Areas

  • ETF Launch Platform: Provides the infrastructure and expertise for companies to create and launch their own ETFs without needing to build the operational framework themselves.
  • Compliance and Regulatory Support: Offers continuous monitoring and compliance services to ensure ETFs adhere to all relevant regulations.
  • Fund Administration: Provides fund accounting, tax services, and reporting.

leadership logo Leadership and Structure

ETF Series Solutions operates as a service provider. Leadership details are not publicly available in the same manner as a publicly traded company. They are generally led by a management team overseeing different operational areas.

Top Products and Market Share

overview logo Key Offerings

  • White-Label ETF Platform: A comprehensive platform enabling firms to quickly launch ETFs. Market share is difficult to define as it is spread across many funds, but assets under administration (AUA) is a key metric. Competitors include Exchange Traded Concepts, and SEI.

Market Dynamics

industry overview logo Industry Overview

The ETF industry continues to grow, with increasing demand for specialized and thematic ETFs. Regulatory scrutiny is also increasing.

Positioning

ETF Series Solutions is positioned as a key infrastructure provider enabling the proliferation of niche and thematic ETFs. Their advantage lies in providing a cost-effective, turnkey solution.

Total Addressable Market (TAM)

The TAM is the total AUM in ETFs times the % fee earned from ETF infrastructure providers. TAM would be in the billions of USD.

Upturn SWOT Analysis

Strengths

  • Comprehensive service offering
  • Scalable platform
  • Regulatory expertise
  • Cost-effective solutions

Weaknesses

  • Reliance on third-party clients
  • Limited brand recognition with end investors
  • Exposure to regulatory changes

Opportunities

  • Growth in specialized ETFs
  • Partnerships with asset managers
  • Expansion into new markets
  • Adoption of new technologies

Threats

  • Increased competition from larger players
  • Regulatory changes
  • Economic downturn
  • Consolidation in the ETF industry

Competitors and Market Share

competitor logo Key Competitors

  • Exchange Traded Concepts
  • SEI Investments Company (SEIC)

Competitive Landscape

ETF Series Solutions competes on price, service quality, and the breadth of its offering. Their advantage lies in their focus on smaller, specialized ETFs.

Growth Trajectory and Initiatives

Historical Growth: Growth tied to the increase in the number of ETFs and total AUM in the ETF market.

Future Projections: Expected to grow with the overall ETF market, with potential for faster growth through partnerships and new product offerings.

Recent Initiatives: Focus on technology upgrades, expanding service offerings, and attracting new clients.

Summary

ETF Series Solutions is a vital enabler in the ETF ecosystem, providing infrastructure for firms seeking to launch their own ETFs. Their strengths lie in their comprehensive service and scalability. They need to be wary of regulatory changes and increased competition. Their success is directly linked to growth in the ETF industry and maintaining competitive pricing.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Industry reports on ETF growth
  • Company websites and press releases
  • Market research on ETF service providers

Disclaimers:

Market share and financial data are estimates due to the private nature of ETF Series Solutions. The analysis is based on publicly available information and industry reports.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.