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SWP

Manager Directed Portfolios - SWP Growth & Income ETF
1W: -0.3% 1M: -3.9% YTD: -5.1%
$27.32
+0.24 (+0.91%)
 
Weekly Expected Move ±1.9%
$26 $27 $27 $28 $28
ETF NASDAQ · AUM $144.3M

Similar ETFs

20 peers by holdings overlap (74 holdings)
TGLR
Wedbush Laffer Tengler New Era Value ETF
42.9%
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CGCV
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CGDV
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RFFC
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ACLCACLCACLC
ETF
39.8%
Shared16 holdings
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AUM—
Price—
ACLC
American Century ETF Trust - American Century Large Cap Equity ETF
38.8%
Shared21 holdings
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AUM$318M
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AFDCX
ETF
38.7%
Shared21 holdings
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AUM—
Price—
BKCG
BNY Mellon Concentrated Growth ETF
38.4%
Shared12 holdings
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BAMG
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BDIV
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CGUS
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MIGYX
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Shared15 holdings
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OMSIX
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Shared15 holdings
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OMGNX
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FDRR
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37.8%
Shared18 holdings
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PJUS
PGIM ETF Trust - PGIM Jennison U.S Core Equity ETF
37.8%
Shared21 holdings
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USMC
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37.8%
Shared11 holdings
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AUM$3.7B
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PLDR
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BIGY
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Fundamentals Comparison

ETF AUM Holdings Top 10 Wt P/E P/B P/S ROE Net Margin Div Yield Rev Growth EPS Growth IS Score Piotroski
SWP $144M 41 38.3% 13.6 4.8 5.1 40.4% 37.5% 1.62% +16.7% +34.8% 63.5 7.0
TGLR $21M 30 44.2% 27.4 9.1 6.8 38.4% 24.9% 1.39% +20.4% +41.2% 64.5 7.1
CGCV $1.9B 72 33.0% 12.5 4.3 4.7 38.9% 37.8% 2.04% +16.0% +25.8% 63.4 6.8
CGDV $36.9B 52 42.3% 14.4 5.0 5.8 40.3% 40.0% 1.60% +21.0% +33.8% 66.8 6.8
RFFC $33M 60 41.9% 8.7 3.1 3.6 40.8% 41.1% 1.07% +18.1% +28.1% 64.9 6.9
ACLCACLCACLC — 50 40.7% 30.2 11.3 10.0 44.1% 33.0% 1.10% +20.9% +39.4% 68.0 6.7
ACLC $318M 100 38.7% 23.3 8.8 8.3 44.6% 35.7% 1.06% +23.0% +43.3% 67.6 6.8
AFDCX — 101 38.6% 23.2 8.7 8.3 44.6% 35.6% 1.06% +23.0% +43.2% 67.7 6.8
BKCG $122M 25 57.1% 11.7 4.3 4.8 43.1% 41.3% 0.96% +25.7% +46.7% 71.9 7.0
BAMG $146M 101 43.7% 28.9 10.5 8.7 42.4% 30.2% 0.86% +24.6% +56.0% 70.8 7.1
BDIV $5M 35 44.0% 13.2 4.6 4.9 40.4% 37.3% 1.58% +15.9% +31.8% 65.5 7.1

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms