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.
Swan Enhanced Dividend Income ETF SCLZ
Morningstar’s Analysis SCLZ
Will SCLZ outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |