What does SWIN invest in?

ALPS/Dorsey Wright Sector Momentum ETF is a equity fund issued by ALPS. SWIN focuses on broad equity investments and follows the Dorsey Wright US Sector Momentum Index. The fund's investments total to approximately $10.68 million assets under management.

What is the management fee for ALPS/Dorsey Wright Sector Momentum ETF?

ALPS/Dorsey Wright Sector Momentum ETF's management fee is 0.40% and has no other recorded expenses or fee waivers. The net expense ratio for SWIN is 0.40%.

When did ALPS/Dorsey Wright Sector Momentum ETF IPO?

(SWIN) raised $10 million in an initial public offering (IPO) on Thursday, September 7th 2023. The company issued 2,500,000 shares at a price of $4.00 per share. EF Hutton served as the underwriter for the IPO.

When does ALPS/Dorsey Wright Sector Momentum ETF's lock-up period expire?

ALPS/Dorsey Wright Sector Momentum ETF's lock-up period expires on Tuesday, March 5th. ALPS/Dorsey Wright Sector Momentum ETF had issued 2,000,000 shares in its public offering on September 7th. The total size of the offering was $8,000,000 based on an initial share price of $4.00. Shares of the company owned by major shareholders and company insiders will be eligible for trade following the expiration of the lock-up period.

NASDAQ:SWIN

ALPS/Dorsey Wright Sector Momentum ETF (SWIN) Price, Holdings, & News

Notice: This company has been marked as potentially delisted and may not be actively trading.

Compare

Today's Range: $5.08
▼
$5.88
50-Day Range: N/A
52-Week Range: $28.14
▼
$33.55

Volume: 83,062 shs
Average Volume: 305,352 shs
Market Capitalization: $81.20 million

Assets Under Management: $10.68 million
Dividend Yield: N/A
Net Expense Ratio: 0.40%

Stock Analysis Headlines Social Media

Get ALPS/Dorsey Wright Sector Momentum ETF alerts:

About ALPS/Dorsey Wright Sector Momentum ETF

Solowin Holdings is a securities brokerage company offering a wide spectrum of products and services through its advanced and secured one-stop electronic platform. The company offers a comprehensive range of services, including securities-related services, investment advisory, corporate consultancy and asset management. Solowin Holdings is based in Hong Kong.

September 8, 2023 | finance.yahoo.com

Solowin Holdings Announces Pricing of Initial Public Offering

See More Headlines

Receive SWIN Stock News and Ratings via Email

Sign-up to receive the latest news and ratings for ALPS/Dorsey Wright Sector Momentum ETF and its competitors with MarketBeat's FREE daily newsletter.

Fund Details

Issuer: ALPS
Fund Name: ALPS Dorsey Wright Sector Momentum ETF
Tax Classification: Regulated Investment Company
Stock Exchange: NASDAQ
Current Symbol: NASDAQ:SWIN
Inception Date: 1/10/2017
Fund Manager: Ryan Mischker, Andrew Hicks
Web: www.solomonwin.com.hk
Phone: 202-869-0888

Fund Focus

Asset Class: Equity
Benchmark: Dorsey Wright US Sector Momentum Index
Category: Broad Equity
Focus: Broad Equity
Development Level: Developed Markets
Region: North America
Number of Holdings: 0

Fund Statistics

Assets Under Management: $10.68 million
Average Daily Volume: $4,069.00
Discount/Premium: 0.49%

Administrator, Advisor and Custodian

Administrator: ALPS Fund Services, Inc.
Advisor: ALPS Advisors, Inc.
Custodian: State Street Bank and Trust Company
Distributor: ALPS Portfolio Solutions Distributor, Inc.
Transfer Agent: State Street Bank and Trust Company
Trustee: N/A
Lead Market Maker: Cantor Fitzgerald

Miscellaneous

Outstanding Shares: 14,000,000
Beta: N/A

20 Stocks to Sell Now

MarketBeat has just released its list of 20 stocks that Wall Street analysts hate. These companies may appear to have good fundamentals, but top analysts smell something seriously rotten. Are any of these companies lurking around your portfolio? Find out by clicking the link below.

Get This Free Report

ALPS/Dorsey Wright Sector Momentum ETF Expenses

Type	SWIN	Broad Equity ETFs	Equity ETFs	NASDAQ ETFs	All ETFs
Management Fee	0.40%	0.52%	0.54%	0.47%	0.51%
Other Expenses	0.00%	0.53%	0.54%	0.33%	0.58%
Total Expense	0.40%	0.77%	0.70%	0.57%	0.70%
Fee Waiver	0.00%	-0.41%	-0.55%	-0.20%	-0.57%
Net Expense	0.40%	0.62%	0.60%	0.53%	0.58%