RVER vs. AWEG ETF Comparison
Comparison of Advisor Managed Portfolios Trenchless Fund ETF (RVER) to Alger Weatherbie Enduring Growth ETF (AWEG)
RVER
Advisor Managed Portfolios Trenchless Fund ETF
RVER Description
RVER seeks to outperform the S&P 500 Index over all time horizons through a narrow exposure to the US equity market. The fund typically invests in approximately 12 to 30 US-listed stocks of any market capitalization. The portfolio construction starts by screening companies based on valuation metrics such as free cash flow, net income, EBITDA, and revenue. Securities are then assessed using growth factors, including top and bottom-line revenue and net income growth. This analysis seeks to exclude firms with negative outliers and those the sub-adviser believes are likely to miss earnings expectations. The remaining companies are screened based on a review of the number and size of institutional holders. After these three initial screens, the sub-adviser ranks and selects from the remaining companies based on its view of positive price change potential. As an actively managed fund, the sub-adviser has full discretion to make buy, sell, and hold decisions at any time.
Grade (RS Rating)
Last Trade
$29.30
Average Daily Volume
7,443
16
AWEG
Alger Weatherbie Enduring Growth ETF
AWEG Description
The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance ("ESG") rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency, at the time of purchase. Under normal circumstances, 80% of companies in the fund"s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund is non-diversified.Grade (RS Rating)
Last Trade
$27.02
Average Daily Volume
170
24
Performance
| Period | RVER | AWEG |
|---|---|---|
| 30 Days | 7.79% | 8.09% |
| 60 Days | 12.17% | 8.41% |
| 90 Days | 16.22% | 8.23% |
| 12 Months | 36.90% |
0 Overlapping Holdings
| Symbol | Grade | Weight in RVER | Weight in AWEG | Overlap |
|---|
RVER Underweight 24 Positions Relative to AWEG
| Symbol | Grade | Weight | |
|---|---|---|---|
| TDG | D | -11.7% | |
| CWST | A | -6.43% | |
| GKOS | B | -4.99% | |
| STEP | C | -4.87% | |
| TNDM | D | -4.84% | |
| WCN | A | -4.8% | |
| HEI | A | -4.66% | |
| PCTY | C | -3.92% | |
| NEOG | F | -3.62% | |
| HUBS | A | -3.14% | |
| OLLI | D | -2.99% | |
| SPSC | D | -2.94% | |
| ACAD | C | -2.9% | |
| MEG | F | -2.87% | |
| XPO | B | -2.86% | |
| UPST | B | -2.77% | |
| RXO | D | -2.64% | |
| HLNE | B | -2.11% | |
| NCNO | C | -2.09% | |
| PGNY | F | -2.07% | |
| SITE | F | -2.02% | |
| AGYS | A | -1.77% | |
| NTRA | A | -1.44% | |
| TTD | B | -1.41% |
RVER: Top Represented Industries & Keywords
AWEG: Top Represented Industries & Keywords
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