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SWP Investment ManagementIncomeDividend Stocks#289 of 468 by YTD
SWP Investment ManagementIncomeDividend Stocks#289 of 468 by YTD
| Returns | Today | 1W | 1M | 3M | YTD | 1Y | 3Y | 5Y | Max |
|---|---|---|---|---|---|---|---|---|---|
| Total return | −0.4% | +3.1% | +0.6% | −4.1% | +5.8% | +6.2% | — | — | +25.2% |
| Peer average | −0.6% | +1.3% | +0.5% | −2.6% | +9.8% | +11.3% | +55.6% | +49.5% | — |
| S&P 500 · VOO | −0.3% | +3.3% | −1.6% | −2.2% | +11.9% | +12.1% | +80.1% | +73.9% | — |
$57 of every $1,000 in SWP is Microsoft
| # | ||||||
|---|---|---|---|---|---|---|
| 1 | MSFTMicrosoft | Technology | 5.70% | $569.75 | 16K | $8.4M |
| 2 | AAPLApple | Technology | 4.98% | $497.52 | 21K | $7.3M |
| 3 | IBMInternational Business Machines | Technology | 3.92% | $391.71 | 23K | $5.7M |
| 4 | AVGOBroadcom | Technology | 3.60% | $359.93 | 15K | $5.3M |
| 5 | METAMETA Platforms | Communication Services | 3.43% | $343.36 | 8,013 | $5.0M |
| 6 | NVDANvidia | Technology | 3.39% | $338.79 | 29K | $5.0M |
| 7 | PMPhilip Morris International | Consumer Defensive | 3.06% | $306.21 | 23K | $4.5M |
| 8 | GOOGLAlphabet | Communication Services | 2.96% | $295.52 | 15K | $4.3M |
| 9 | URIUnited Rentals | Industrials | 2.95% | $295.12 | 3,763 | $4.3M |
| 10 | JPMJpmorgan Chase | Financial Services | 2.83% | $282.65 | 12K | $4.1M |
| 11 | TJXTJX Cos /The | Consumer Cyclical | 2.76% | $276.30 | 30K | $4.1M |
| 12 | ABBVAbbVie | Healthcare | 2.71% | $271.35 | 13K | $4.0M |
| 13 | LLYEli Lilly | Healthcare | 2.69% | $269.17 | 2,748 | $3.9M |
| 14 | EMREmerson Electric | Industrials | 2.67% | $266.59 | 23K | $3.9M |
| 15 | AZNAstraZeneca | Healthcare | 2.65% | $265.41 | 21K | $3.9M |
of the $858B in 401 Dividend stocks ETFs
| # | Ticker | Company | Weight ▼ |
|---|---|---|---|
| 1 | MSFT | Microsoft | 5.70% |
| 2 | AAPL | Apple | 4.98% |
| 3 | IBM | International Business Machines | 3.92% |
| 4 | AVGO | Broadcom | 3.60% |
| 5 | META | META Platforms | 3.43% |
| 6 | NVDA | Nvidia | 3.39% |
| 7 | PM | Philip Morris International | 3.06% |
| 8 | GOOGL | Alphabet | 2.96% |
| 9 | URI | United Rentals | 2.95% |
| 10 | JPM | Jpmorgan Chase & | 2.83% |
Estimated yearly cost excludes trading costs and assumes constant assets.
| Ex-date | Paid | Per share |
|---|---|---|
| Sep 29, 2026 | Sep 30, 2026 | $0.57 |
| Jun 29, 2026 | Jun 30, 2026 | $0.62 |
| Mar 30, 2026 | Mar 31, 2026 | $0.63 |
| Dec 30, 2025 | Dec 31, 2025 | $0.80 |
| Sep 29, 2025 | Sep 30, 2025 | $0.40 |
| Jun 27, 2025 | Jun 30, 2025 | $0.15 |
| Mar 28, 2025 | Mar 31, 2025 | $0.22 |
| Dec 17, 2024 | Dec 18, 2024 | $0.11 |