- What are the top holdings of SWP?
- Manager Directed Portfolios - SWP Growth & Income ETF holds 41 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does SWP have?
- SWP holds 41 positions as reported by the fund's most recent disclosure.
- What sectors does SWP invest in?
- Manager Directed Portfolios - SWP Growth & Income ETF (SWP) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is SWP most exposed to?
- SWP's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is SWP a US-only fund?
- The country allocation card on this page shows SWP's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does SWP invest in?
- SWPs objective is to provide long-term capital appreciation with the secondary goal of providing income. It does so by actively investing in income-producing companies in the US equity market. The fund focuses on companies that have consistent profit margins and earnings growth while providing a history of paying stable dividends. The securities are actively managed but are selected using macroeconomic, fundamental, and technical analysis. The fund will primarily hold US companies, but it may invest in foreign issuers including ADRs and foreign securities traded on US exchanges. It may also hold companies of any size but is expected to substantially invest in large-caps. Note that the fund may tilt to certain sectors due to greater value stock exposure. Approximately 30-70 stocks will comprise the fund, all capped at 10% in weighting.
