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SWP
SWP Growth & Income ETF
SWP
SWP
27.97
USD
-0.22
0.78%
At close
Updated
Sep 15, 4:00 PM EDT
Pre-market
After hours
1 day
-0.78%
5 days
-0.99%
1 month
-3.92%
3 months
-3.39%
6 months
1.27%
Year to date
-0.18%
1 year
-0.67%
5 years
12.01%
10 years
12.01%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $87.1M | +$81.7M | +3,342,301 | New |
|
| 2 |
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $15.9M | +$14.9M | +610,486 | New |
|
| 3 |
3
UBS Group
Zurich,
Switzerland
| $115K | -$108K | -4,405 | -50% |
|
| 4 |
SIS
4
Sound Income Strategies
Ft Lauderdale,
Florida
| $45.2K | – | – | – |
|
| 5 |
5
Citadel Advisors
Miami,
Florida
| – | -$235K | -9,599 | Closed |
|
| 6 |
6
Goldman Sachs
New York
| – | -$212K | -8,685 | Closed |
|