BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Holdings (Monthly) Guide ↗

SWP Growth & Income ETF

· Manager Directed Portfolios
Monthly Holdings $156M AUM 4 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 46 New 32 Added 4 Reduced 11 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Alphabet Inc GOOGL Feb 2026 15,255 -2,950 $5.8M +2.2% 3.76% EC
2 AstraZeneca PLC AZN Feb 2026 16,095 -16,673 $3.0M -6.6% 1.94% EC
3 Baker Hughes Co BKR Feb 2026 34,877 -21,195 $2.2M -39.1% 1.44% EC
4 Canadian Natural Resources Ltd CNQ Feb 2026 40,254 -13,505 $1.8M -22.4% 1.18% EC