SWP Growth & Income ETF
Shareclass
SWP Growth & Income ETF (SWP)
Type
Exchange-traded fund
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 488 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
SWP Growth & Income ETF SWP
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC ADR2.31% of assets$1.9M invested
- 2. Citigroup Inc1.93% of assets$1.59M invested
- 3. JPMorgan Chase & Co2.29% of assets$1.88M invested
- 4. Accenture PLC Class A1.9% of assets$1.56M invested
- 5. Philip Morris International Inc2.78% of assets$2.28M invested
- 6. The Goldman Sachs Group Inc1.87% of assets$1.53M invested
- 7. Verizon Communications Inc1.6% of assets$1.32M invested
- 8. Microsoft Corp5.68% of assets$4.66M invested
- 9. Salesforce Inc2.53% of assets$2.08M invested
- 10. BlackRock Inc1.15% of assets$948,373 invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Blackstone Inc0.92% of assets$757,188 invested
- 2. Applied Industrial Technologies Inc1.39% of assets$1.14M invested
- 3. Genuine Parts Co1.02% of assets$841,367 invested
- 4. Broadcom Inc2.72% of assets$2.24M invested
- 5. Dick's Sporting Goods Inc1.42% of assets$1.17M invested
- 6. Digital Realty Trust Inc1.9% of assets$1.56M invested
- 7. Vulcan Materials Co1.04% of assets$857,144 invested
- 8. Aramark2.27% of assets$1.87M invested
- 9. NextEra Energy Inc1.96% of assets$1.61M invested
- 10. United Rentals Inc1.02% of assets$841,658 invested
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Financial performance
Performance data provided by
Find more financial data on SWP at Morningstar.com
Find more financial data on SWP at Morningstar.comGender Equality and Returns
Less than one year of returns available
Benchmarking tool
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