WBIF vs. AOTG ETF Comparison
Comparison of WBI Large Cap Tactical Value Shares (WBIF) to AOT Growth and Innovation ETF (AOTG)
WBIF
WBI Large Cap Tactical Value Shares
WBIF 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 discount in a company's intrinsic value relative to its market price, and up to 20% of its net assets in other tactical investment opportunities.
Grade (RS Rating)
Last Trade
$28.98
Average Daily Volume
1,507
25
AOTG
AOT Growth and Innovation ETF
AOTG Description
EA Series Trust - AOT Growth and Innovation ETF is an exchange traded fund launched and managed by Empowered Funds, LLC. The fund is co-managed by AOT Invest LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. It employs fundamental analysis with top-down stock picking approach to create its portfolio. The fund employs internal and external research to create its portfolio. EA Series Trust - AOT Growth and Innovation ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$39.70
Average Daily Volume
3,304
53
Performance
| Period | WBIF | AOTG |
|---|---|---|
| 30 Days | -2.26% | 7.07% |
| 60 Days | 0.39% | 8.26% |
| 90 Days | -3.36% | 6.14% |
| 12 Months | 1.31% | 27.57% |
WBIF Overweight 23 Positions Relative to AOTG
WBIF Underweight 51 Positions Relative to AOTG
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -10.54% | |
| AMD | B | -9.84% | |
| CRM | C | -5.37% | |
| AMZN | A | -5.2% | |
| TOST | C | -5.17% | |
| NU | B | -5.11% | |
| GOOGL | A | -5.08% | |
| MSFT | A | -5.03% | |
| TSM | A | -4.4% | |
| SHOP | C | -2.96% | |
| PCTY | F | -2.67% | |
| MELI | D | -2.46% | |
| NOW | B | -2.03% | |
| PYPL | D | -1.94% | |
| TSLA | B | -1.81% | |
| ADBE | B | -1.79% | |
| TTD | A | -1.78% | |
| TYL | B | -1.78% | |
| NFLX | A | -1.72% | |
| MGNI | B | -1.48% | |
| SPOT | B | -1.43% | |
| HUBS | D | -1.1% | |
| DDOG | B | -1.09% | |
| PUBM | D | -1.03% | |
| DLO | F | -0.9% | |
| SQ | D | -0.84% | |
| WDAY | D | -0.73% | |
| DOCU | D | -0.71% | |
| TWLO | D | -0.7% | |
| SRCL | A | -0.61% | |
| DOCN | D | -0.6% | |
| LLY | B | -0.59% | |
| SOFI | D | -0.59% | |
| PAYC | F | -0.51% | |
| IOT | C | -0.48% | |
| ZM | D | -0.45% | |
| VEEV | F | -0.43% | |
| ROKU | D | -0.43% | |
| ADSK | B | -0.42% | |
| SNOW | D | -0.42% | |
| PATH | F | -0.35% | |
| AXP | C | -0.3% | |
| Z | C | -0.27% | |
| OKTA | C | -0.27% | |
| CFLT | D | -0.26% | |
| MA | D | -0.26% | |
| U | F | -0.25% | |
| BILL | F | -0.24% | |
| MDB | D | -0.16% | |
| NTLA | F | -0.12% | |
| FSLY | F | -0.09% |
WBIF: Top Represented Industries & Keywords
AOTG: Top Represented Industries & Keywords
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