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SGRT
+1.87 · +7.58%
$26.54 · NYSE ARCA

SMART Earnings Growth 30 ETF (SGRT) ETF Analysis | Large Growth

SmartWay ETFs · USA
AUM:$34.2M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

SGRT returned +0.0% over the past year, broadly in line with flat market conditions.

What is SGRT?

The fund is an actively-managed exchange-traded fund ("ETF") that invests in equity securities of U. domiciled, large-cap companies (typically companies with a market capitalization of $10 billion or more) whose shares are listed on U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
SGRT returned 0.0% over the past year.
Concentrated Holdings
Top 10 holdings account for 66.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$34.2M
Expense Ratio0.00%
Dividend Yield0.00%
Holdings27
Inception DateAug 2025
Domicile–
Distribution–
Index–
ProviderSmartWay ETFs
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.9%
1Y
+50.8%
3Y
+57.4%
5Y
+57.4%
OpenBook InsightIf you had invested £10,000 in SGRT 5 years ago, it would have grown to £15,736 — a gain of £5,736.

Annual Returns

Calendar year performance

SGRT delivered positive returns in 2 of the last 2 calendar years.
YearSGRT
2026 YTD+23.8%
2025+25.3%
2/2 positive yearsAvg return: +24.5%Worst year: +23.8% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
48.8%
Very High
Momentum
-1.5%
30-day change
Support Level
31.13
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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