WBIG vs. CVAR ETF Comparison

Comparison of WBI Large Cap Tactical Yield Shares (WBIG) to Cultivar ETF (CVAR)
WBIG

WBI Large Cap Tactical Yield Shares

WBIG 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 dividend-paying 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 attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.

Grade (RS Rating)

Last Trade

$25.07

Average Daily Volume

2,792

Number of Holdings *

39

* may have additional holdings in another (foreign) market
CVAR

Cultivar ETF

CVAR Description ETF Opportunities Trust - Cultivar ETF is an exchange traded fund launched by ETF Opportunities Trust. The fund is co-managed by Cultivar Capital, Inc. and Toroso Investments, LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in value stocks of companies across diversified market capitalization. The fund employs fundamental and quantitative analysis with bottom-up and top-down stock picking approach to create its portfolio. ETF Opportunities Trust - Cultivar ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.33

Average Daily Volume

503

Number of Holdings *

76

* may have additional holdings in another (foreign) market
Performance
Period WBIG CVAR
30 Days 1.72% 0.42%
60 Days 3.17% 1.40%
90 Days 4.28% 4.56%
12 Months 15.59% 19.10%
3 Overlapping Holdings
Symbol Grade Weight in WBIG Weight in CVAR Overlap
BMY B 4.9% 0.63% 0.63%
MDT D 1.27% 1.39% 1.27%
TSN B 1.39% 1.27% 1.27%
WBIG Overweight 36 Positions Relative to CVAR
Symbol Grade Weight
WRB A 4.68%
CHRD D 4.66%
F C 4.61%
T A 4.56%
TROW B 4.54%
BDX F 4.53%
NEU D 3.99%
PR B 3.93%
JEPQ A 3.75%
MMC B 3.72%
KHC F 3.36%
UHS D 2.12%
AGZD A 2.12%
FLTR A 2.11%
FALN A 2.1%
FTSL A 1.93%
STIP C 1.52%
UNM A 1.45%
GILD C 1.43%
RGA A 1.25%
CINF A 1.24%
HPE B 1.2%
CI D 1.17%
RTX D 1.14%
FANG C 1.14%
SYY D 1.09%
OKE A 0.94%
BKLN A 0.9%
MCK A 0.72%
V A 0.63%
AME A 0.62%
AXP A 0.59%
PAYX B 0.55%
BR A 0.54%
PH A 0.53%
RMD C 0.49%
WBIG Underweight 73 Positions Relative to CVAR
Symbol Grade Weight
NEM D -4.18%
MKTX D -4.15%
CLB B -3.05%
PRLB B -3.02%
HCSG C -2.77%
LUV C -2.58%
NWN A -2.06%
PAYC B -1.72%
GPN B -1.71%
VEEV C -1.69%
MKC C -1.61%
QRVO F -1.53%
NKE F -1.49%
INTC C -1.49%
HUM C -1.34%
JNJ C -1.28%
ARE F -1.27%
ES C -1.26%
HRL D -1.19%
ABT B -1.14%
FMS A -1.14%
WU F -1.13%
DEI B -1.11%
CLX A -1.1%
C A -1.09%
EW C -1.09%
GOLD C -1.08%
KMB C -1.07%
ZTS D -1.04%
PRGO C -1.03%
WKC C -1.03%
POR C -1.02%
HAS D -1.0%
DG F -0.94%
SW A -0.94%
ANSS B -0.92%
CVS D -0.92%
BABA D -0.92%
SJM D -0.89%
SWKS F -0.88%
INDB B -0.86%
AAP D -0.8%
CMCSA B -0.8%
FMC D -0.78%
G B -0.77%
TFC A -0.77%
CGNX D -0.75%
BP D -0.7%
KRC B -0.67%
PYPL B -0.63%
WHR B -0.62%
OGS A -0.6%
MNRO D -0.59%
INGN C -0.56%
MCHP F -0.55%
ZBH C -0.55%
ESRT C -0.55%
ADSK A -0.54%
LTC B -0.53%
JBT B -0.51%
BIIB F -0.5%
CTSH B -0.5%
PARA C -0.5%
SQM D -0.49%
MMM D -0.49%
ILMN C -0.48%
SCS C -0.47%
PDM D -0.45%
PFE F -0.44%
RDUS B -0.43%
CCI C -0.43%
CMP C -0.39%
WBD B -0.19%
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