WBIL vs. NWLG ETF Comparison
Comparison of WBI Large Cap Tactical Select Shares (WBIL) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
NWLG Description
The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.Grade (RS Rating)
Last Trade
$33.65
Average Daily Volume
821
42
Performance
Period | WBIL | NWLG |
---|---|---|
30 Days | 6.43% | 3.69% |
60 Days | 8.70% | 5.11% |
90 Days | 8.92% | 6.29% |
12 Months | 24.08% | 36.57% |
10 Overlapping Holdings
WBIL Overweight 30 Positions Relative to NWLG
Symbol | Grade | Weight | |
---|---|---|---|
SCHW | B | 5.19% | |
CRWD | B | 4.95% | |
EA | A | 4.94% | |
AMP | A | 4.93% | |
MRVL | B | 4.54% | |
LULU | C | 4.23% | |
TPL | A | 4.13% | |
CRM | B | 4.06% | |
URI | B | 3.61% | |
CPAY | A | 3.21% | |
BX | A | 2.73% | |
BR | A | 2.17% | |
PWR | A | 2.11% | |
COST | B | 1.94% | |
RMD | C | 1.88% | |
SBUX | A | 1.84% | |
PANW | C | 1.75% | |
TYL | B | 1.74% | |
EME | C | 1.46% | |
FAST | B | 1.06% | |
PH | A | 1.02% | |
PAYX | C | 1.0% | |
TJX | A | 0.95% | |
META | D | 0.91% | |
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 32 Positions Relative to NWLG
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | F | -12.09% | |
GOOGL | C | -3.26% | |
GOOG | C | -2.8% | |
MA | C | -2.79% | |
AVGO | D | -2.73% | |
ISRG | A | -2.42% | |
WDAY | B | -2.31% | |
KKR | A | -2.07% | |
ORCL | B | -2.06% | |
BKNG | A | -2.04% | |
NOW | A | -1.92% | |
MELI | D | -1.91% | |
LLY | F | -1.89% | |
GE | D | -1.85% | |
CMG | B | -1.6% | |
SHOP | B | -1.44% | |
ANET | C | -1.4% | |
AMD | F | -1.28% | |
LRCX | F | -1.27% | |
SYK | C | -1.2% | |
ASML | F | -1.2% | |
ORLY | B | -1.2% | |
APH | A | -1.15% | |
TXN | C | -1.12% | |
HLT | A | -1.04% | |
BSX | B | -0.99% | |
SNPS | B | -0.99% | |
VMC | B | -0.96% | |
ECL | D | -0.96% | |
WCN | A | -0.9% | |
ALNY | D | -0.85% | |
ADBE | C | -0.81% |
WBIL: Top Represented Industries & Keywords
NWLG: Top Represented Industries & Keywords