PWB vs. WLTG ETF Comparison
Comparison of PowerShares Dynamic LargeCap Growth (PWB) to WealthTrust DBS Long Term Growth ETF (WLTG)
PWB
PowerShares Dynamic LargeCap Growth
PWB Description
The PowerShares Dynamic Large Cap Growth Portfolio (Fund) is based on the Dynamic Large Cap Growth IntellidexSM Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index seeks to provide capital appreciation while maintaining consistent stylistically accurate exposure. The Style Intellidexes apply a rigorous 10-factor style isolation process to objectively segregate companies into their appropriate investment style and size universe. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$98.16
Average Daily Volume
20,719
50
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
$28.71
Average Daily Volume
3,276
36
Performance
| Period | PWB | WLTG |
|---|---|---|
| 30 Days | 2.47% | 2.15% |
| 60 Days | 4.36% | 3.19% |
| 90 Days | 4.08% | 4.33% |
| 12 Months | 44.40% | 35.26% |
12 Overlapping Holdings
| Symbol | Grade | Weight in PWB | Weight in WLTG | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 3.24% | 2.01% | 2.01% | |
| AMAT | D | 1.33% | 1.24% | 1.24% | |
| AMZN | C | 3.58% | 4.13% | 3.58% | |
| COST | B | 3.34% | 2.02% | 2.02% | |
| GOOGL | D | 3.11% | 2.77% | 2.77% | |
| LLY | C | 3.25% | 3.01% | 3.01% | |
| META | A | 3.35% | 5.19% | 3.35% | |
| MSFT | C | 3.42% | 2.48% | 2.48% | |
| NFLX | B | 3.27% | 3.25% | 3.25% | |
| NVDA | D | 3.08% | 3.06% | 3.06% | |
| PGR | A | 1.44% | 1.83% | 1.44% | |
| V | C | 3.49% | 1.43% | 1.43% |
PWB Overweight 38 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 3.86% | |
| MA | B | 3.43% | |
| ADBE | F | 3.42% | |
| TMUS | C | 3.29% | |
| CRM | D | 3.18% | |
| FICO | B | 1.54% | |
| BSX | B | 1.49% | |
| MELI | B | 1.49% | |
| GD | B | 1.47% | |
| ETN | C | 1.46% | |
| ANET | A | 1.46% | |
| SPGI | A | 1.46% | |
| GWW | A | 1.46% | |
| CTAS | C | 1.46% | |
| TT | A | 1.45% | |
| TDG | B | 1.44% | |
| MSI | B | 1.44% | |
| CL | C | 1.43% | |
| ALL | B | 1.43% | |
| ECL | A | 1.43% | |
| BKNG | B | 1.42% | |
| AXP | B | 1.42% | |
| HLT | B | 1.41% | |
| IR | C | 1.41% | |
| RSG | D | 1.41% | |
| PWR | B | 1.41% | |
| WM | D | 1.41% | |
| SPOT | B | 1.41% | |
| KKR | A | 1.4% | |
| NU | B | 1.4% | |
| MCO | A | 1.4% | |
| FTNT | B | 1.39% | |
| HWM | B | 1.38% | |
| CEG | A | 1.37% | |
| MPWR | C | 1.35% | |
| APH | C | 1.35% | |
| SCCO | D | 1.32% | |
| KLAC | D | 1.28% |
PWB Underweight 24 Positions Relative to WLTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| QQQ | C | -11.64% | |
| RSP | A | -6.94% | |
| SHY | A | -4.12% | |
| IWB | A | -2.58% | |
| LNG | C | -2.47% | |
| RCL | A | -2.43% | |
| TSN | D | -2.07% | |
| BLDR | C | -1.82% | |
| VRT | C | -1.79% | |
| PHM | B | -1.78% | |
| EG | C | -1.74% | |
| EME | A | -1.69% | |
| IBKR | A | -1.64% | |
| LEN | C | -1.55% | |
| RTX | C | -1.53% | |
| LHX | C | -1.51% | |
| CAT | B | -1.51% | |
| REGN | C | -1.5% | |
| SKX | D | -1.32% | |
| FANG | D | -1.3% | |
| TSM | C | -1.14% | |
| LDOS | B | -1.01% | |
| ARM | C | -0.95% | |
| VRTX | D | -0.04% |
PWB: Top Represented Industries & Keywords
WLTG: Top Represented Industries & Keywords
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