Swan Enhanced Dividend Income ETF SCLZ

Medalist Rating as of | See Swan Capital Management Investment Hub

Morningstar’s Analysis SCLZ

Will SCLZ outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Swan Enhanced Dividend Income ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SCLZ

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.531M
Technology

Apple Inc

6.791M
Technology

NVIDIA Corp

5.521M
Technology

Amazon.com Inc

3.72692,939
Consumer Cyclical

Meta Platforms Inc Class A

3.65681,320
Communication Services

Berkshire Hathaway Inc Class B

3.51653,601
Financial Services

Eli Lilly and Co

3.41635,964
Healthcare

JPMorgan Chase & Co

3.34623,404
Financial Services

Broadcom Inc

2.79520,673
Technology

Visa Inc Class A

2.59483,443
Financial Services

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