We are live on
!
Find out more
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
| $96M | +$3.46M | +127,314 | +4% |
|
| 2 |
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $17.3M | +$380K | +13,982 | +2% |
|
| 3 |
NI
3
Natural Investments
Windsor,
California
| $6.91M | +$17.7M | +648,776 | New |
|
| 4 |
4
Citadel Advisors
Miami,
Florida
| $223K | +$220K | +8,069 | New |
|
| 5 |
SW
5
Simplicity Wealth
Summit,
New Jersey
| $208K | +$205K | +7,525 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $6.67K | -$114K | -4,184 | -95% |
|
| 7 |
PA
7
Parallel Advisors
San Francisco,
California
| $3.38K | +$3.32K | +122 | New |
|
| 8 |
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$45.2K | -1,735 | Closed |
|