TBFG vs. WLTG ETF Comparison
Comparison of The Brinsmere Fund Growth ETF (TBFG) to WealthTrust DBS Long Term Growth ETF (WLTG)
TBFG
The Brinsmere Fund Growth ETF
TBFG Description
The fund is an actively managed fund of funds, which seeks to achieve its investment objective by investing in a globally diversified portfolio of equity and bond markets. It systematically adjusts its holdings using two proprietary strategies developed by the fund"s investment adviser, The Milwaukee Company, that are run independently. Those strategies are the Systematic Market Beta Strategy ("SMB") and the Classic Asset Allocation Revisited Strategy ("CAAR"). SMB and CAAR systematically rebalance the underlying funds in which the fund may invest based on a set of proprietary risk-management techniques.
Grade (RS Rating)
Last Trade
$26.45
Average Daily Volume
8,631
10
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.Grade (RS Rating)
Last Trade
$25.91
Average Daily Volume
3,777
30
Performance
| Period | TBFG | WLTG |
|---|---|---|
| 30 Days | -0.10% | -0.09% |
| 60 Days | 0.73% | 2.49% |
| 90 Days | 2.67% | 5.44% |
| 12 Months | 27.13% |
TBFG Underweight 28 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| AMZN | A | -5.98% | |
| META | D | -5.13% | |
| NVDA | B | -5.01% | |
| LLY | C | -3.23% | |
| NFLX | C | -3.13% | |
| MAR | D | -2.91% | |
| MSFT | C | -2.73% | |
| RCL | A | -2.72% | |
| AAPL | B | -2.65% | |
| HAL | F | -2.51% | |
| TSN | B | -2.44% | |
| COST | B | -2.43% | |
| GOOGL | B | -2.32% | |
| CEG | A | -2.26% | |
| HLT | D | -2.16% | |
| EG | C | -2.01% | |
| DAL | A | -1.88% | |
| PHM | B | -1.73% | |
| CAT | D | -1.73% | |
| LNG | D | -1.71% | |
| DOW | C | -1.64% | |
| HMC | D | -1.57% | |
| V | C | -1.57% | |
| AMAT | C | -1.56% | |
| REGN | C | -1.51% | |
| VRTX | C | -1.42% | |
| AMD | D | -1.26% | |
| IWF | B | -0.04% |
TBFG: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
Compare ETFs
