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 Holdings 41.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.55 1M
Technology

NVIDIA Corp

6.09 1M
Technology

Apple Inc

5.77 1M
Technology

Amazon.com Inc

3.97 731,279
Consumer Cyclical

Broadcom Inc

3.79 698,327
Technology

JPMorgan Chase & Co

3.37 620,655
Financial Services

Berkshire Hathaway Inc Class B

3.33 614,457
Financial Services

Meta Platforms Inc Class A

3.17 583,236
Communication Services

Advanced Micro Devices Inc

3.08 567,845
Technology

Eli Lilly and Co

2.68 493,131
Healthcare

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