Compare ETFs
Up to five funds side by side: fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  SWP Manager Directed Portfolios -… |
|---|---|
| Price | 27.17 -0.55% |
| Issuer | SWP Investment Management |
| AUM | $145.2M |
| Expense Ratio | 0.99% |
| Yield (TTM) | 9.65% |
| Inception | Sep 24, 2024 |
| Holdings | 41 |
| Avg Volume | 8.02K |
| YTD | -2.20% |
| 1Y total | +7.05% |
| 3Y total (ann.) | — |
| 5Y total (ann.) | — |
| Volatility 1Y | 12.10% |
| Sharpe 1Y | 0.181 |
| Max drawdown 1Y | -9.97% |
| Beta vs S&P 500 (3Y) | 0.761 |
| Top 10 holdings | MSFT 5.75% AAPL 4.92% NVDA 4.18% IBM 4.01% META 3.57% AVGO 3.40% GOOGL 3.29% PM 3.17% TJX 3.02% URI 2.87% |
| Sector mix | Technology 29.37% Financial Services 15.62% Healthcare 13.22% Industrials 12.67% Communication Services 7.57% Consumer Defensive 4.69% |
Total Return, normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start. Source: Financial Modeling Prep.
Quotes are refreshed hourly from the data provider, so during market hours a price can be up to about 1–2 hours old; each quote shows its own timestamp. Comparison presents measurable characteristics only; it is not advice about which fund suits anyone.