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Upturn AI SWOT - About
SWP Growth & Income ETF (SWP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
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Stock price based on last close (see disclosures)
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Upturn Advisory Summary
04/01/2025: SWP (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental 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 -5.91% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 10530 | Beta - | 52 Weeks Range 23.96 - 26.42 | Updated Date 04/1/2025 |
52 Weeks Range 23.96 - 26.42 | Updated Date 04/1/2025 |
Upturn AI SWOT
SWP Growth & Income ETF
ETF Overview
Overview
The SWP Growth & Income ETF seeks to provide a combination of capital appreciation and current income by investing in a diversified portfolio of stocks and bonds.
Reputation and Reliability
Information about the issuer's reputation and reliability is not available from the provided context.
Management Expertise
Information about the management team's experience and expertise is not available from the provided context.
Investment Objective
Goal
To provide a combination of capital appreciation and current income.
Investment Approach and Strategy
Strategy: The ETF employs a strategic asset allocation approach, investing in a mix of stocks and bonds.
Composition The ETF holds a diversified portfolio of stocks and bonds.
Market Position
Market Share: Information about ETF's market share in its sector is not available from the provided context.
Total Net Assets (AUM): Information about ETF's total assets under management is not available from the provided context.
Competitors
Key Competitors
- Vanguard Balanced Index Fund ETF (VBAL)
- iShares Core Growth Allocation ETF (AOR)
- Schwab Balanced Fund (SWOB)
Competitive Landscape
The competitive landscape consists of various balanced ETFs offering exposure to both stocks and bonds. Advantages of SWP Growth & Income ETF depend on its specific investment strategy, management expertise, and expense ratio compared to competitors. Disadvantages would arise from higher expenses or underperformance relative to its peers.
Financial Performance
Historical Performance: Historical financial performance data is not available from the provided context.
Benchmark Comparison: Benchmark comparison is not available from the provided context.
Expense Ratio: Information about the expense ratio is not available from the provided context.
Liquidity
Average Trading Volume
Average trading volume data is unavailable from the provided context.
Bid-Ask Spread
Bid-ask spread data is unavailable from the provided context.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions can affect the performance of both stock and bond holdings within the ETF.
Growth Trajectory
Growth trends and patterns of the ETF are not available from the provided context.
Moat and Competitive Advantages
Competitive Edge
Information about the ETF's competitive edge is not available from the provided context. A potential competitive advantage could stem from a unique asset allocation strategy, superior stock and bond selection, or lower expenses. A niche market focus may also contribute to a competitive edge. More data would be needed to accurately gauge its moat.
Risk Analysis
Volatility
Information about the ETF's historical volatility is not available from the provided context.
Market Risk
Specific risks associated with the ETF's underlying assets include equity market risk, interest rate risk (for bond holdings), and credit risk (for corporate bonds).
Investor Profile
Ideal Investor Profile
The ideal investor for this ETF is someone seeking a balanced investment approach, combining growth and income, and is comfortable with moderate risk.
Market Risk
This ETF is likely best suited for long-term investors seeking a diversified portfolio of stocks and bonds.
Summary
The SWP Growth & Income ETF aims to deliver a blend of capital appreciation and income through a diversified mix of stocks and bonds. It offers a balanced approach suitable for investors seeking moderate risk exposure. Its success hinges on effective asset allocation and security selection. The ETF's competitiveness depends on its expense ratio and performance relative to similar balanced funds.
Similar Companies
AOA
iShares Core Aggressive Allocation ETF
AOA
iShares Core Aggressive Allocation ETF
AOM
iShares Core Moderate Allocation ETF
AOM
iShares Core Moderate Allocation ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHG
Schwab U.S. Large-Cap Growth ETF
SCHV
Schwab U.S. Large-Cap Value ETF
SCHV
Schwab U.S. Large-Cap Value ETF
SPHD
Invesco S&P 500® High Dividend Low Volatility ETF
SPHD
Invesco S&P 500® High Dividend Low Volatility ETF
SPLV
Invesco S&P 500® Low Volatility ETF
SPLV
Invesco S&P 500® Low Volatility ETF
Sources and Disclaimers
Data Sources:
- No specific sources provided, analysis based on the prompt's context.
Disclaimers:
The data and analysis provided are based solely on the information given in the prompt. Further research and data are needed for a comprehensive evaluation. Market share data is illustrative.
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.
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