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The Fund is an actively managed ETF whose investment objective is to provide long-term capital appreciation with a secondary emphasis on generating current income. 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. The Adviser characterizes "growth" companies as those that are expected to achieve higher than average profitability ratios such as operating profit margin or return on equity, and have characteristics to generate above average sustainable earnings and free cash-flow growth, while showing a history of paying a stable dividend. Key ratios such as gross margin, earnings 1 before interest, taxes, depreciation, and amortization ("EBITDA") margin, operating margin, and net profit margin will be evaluated on a historical basis as well as projected into the future to determine if growth rates are achievable under various profitability assumptions.
SWP Growth & Income ETF trades on the NASDAQ stock market under the symbol SWP.
As of December 31, 2025, SWP stock price declined to $27.78 with 14,460 million shares trading.
SWP has a beta of 0.82, meaning it tends to be less sensitive to market movements. SWP has a correlation of 0.91 to the broad based SPY ETF.
SWP has a market cap of $134.73 million. This is considered a Micro Cap stock.
SWP has underperformed the market in the last year with a price return of +16.5% while the SPY ETF gained +17.2%. However, in the short term, SWP had mixed performance relative to the market. It has outperformed in the last 3 months, returning +3.3% vs +2.7% return in SPY. But in the last 2 weeks, SWP shares have been beat by the market, returning +0.7% compared to an SPY return of +0.7%.
SWP support price is $27.68 and resistance is $28.24 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that SWP shares will trade within this expected range on the day.
