WBIL vs. WLTG ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to WealthTrust DBS Long Term Growth ETF (WLTG)
WBIL
WBI Large Cap Tactical Select Shares
WBIL Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$37.05
Average Daily Volume
1,621
40
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
$30.27
Average Daily Volume
1,908
34
Performance
Period | WBIL | WLTG |
---|---|---|
30 Days | 6.43% | 3.64% |
60 Days | 8.70% | 5.05% |
90 Days | 8.92% | 7.14% |
12 Months | 24.08% | 35.42% |
WBIL Overweight 33 Positions Relative to WLTG
Symbol | Grade | Weight | |
---|---|---|---|
SCHW | B | 5.19% | |
CRWD | B | 4.95% | |
EA | A | 4.94% | |
AMP | A | 4.93% | |
MRVL | B | 4.54% | |
FI | A | 4.35% | |
LULU | C | 4.23% | |
TPL | A | 4.13% | |
CRM | B | 4.06% | |
UBER | D | 3.66% | |
URI | B | 3.61% | |
CPAY | A | 3.21% | |
BX | A | 2.73% | |
FICO | B | 2.23% | |
BR | A | 2.17% | |
INTU | C | 2.15% | |
PWR | A | 2.11% | |
RMD | C | 1.88% | |
SBUX | A | 1.84% | |
PANW | C | 1.75% | |
TYL | B | 1.74% | |
FAST | B | 1.06% | |
PH | A | 1.02% | |
PAYX | C | 1.0% | |
SPOT | B | 0.98% | |
TJX | A | 0.95% | |
TT | A | 0.87% | |
AGZD | A | 0.74% | |
FLTR | A | 0.73% | |
FALN | B | 0.72% | |
FTSL | B | 0.67% | |
STIP | C | 0.52% | |
BKLN | A | 0.32% |
WBIL Underweight 27 Positions Relative to WLTG
Symbol | Grade | Weight | |
---|---|---|---|
BILS | A | -11.73% | |
QQQ | B | -11.36% | |
RSP | A | -6.6% | |
RCL | A | -3.09% | |
GOOGL | C | -2.82% | |
LNG | B | -2.71% | |
IWB | A | -2.5% | |
VRT | B | -2.33% | |
LLY | F | -2.23% | |
MSFT | F | -2.19% | |
IBKR | A | -2.1% | |
SYF | B | -1.71% | |
PGR | A | -1.69% | |
HAL | C | -1.6% | |
BLDR | D | -1.55% | |
BK | A | -1.55% | |
CAT | B | -1.52% | |
PHM | D | -1.5% | |
LHX | C | -1.48% | |
RTX | C | -1.42% | |
AVGO | D | -1.36% | |
LEN | D | -1.27% | |
TSM | B | -1.18% | |
LDOS | C | -0.96% | |
REGN | F | -0.92% | |
ARM | D | -0.83% | |
VRTX | F | -0.03% |
WBIL: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords