WealthTrust DBS Long Term Growth ETF (WLTG): ETF
ETF traded on XNYS under symbol WLTG. Quoted in usd.
WealthTrust DBS Long Term Growth ETF
+0.28%$36.54
XNYS:WLTGAsset allocation
AUM $74.16M·YTD --·Yield --
XNYS:WLTG$36.54+0.28%AUM $74.16MAbout WLTG
This fund strives for superior long-term portfolio growth through a two-pronged investment methodology. Its first component involves tactical asset allocation, achieved by discerning positive trends across various asset classes, industry sectors, and specific industries. The second crucial aspect is equity stock selection, which is guided by systematic quantitative analysis, with a significant emphasis placed on corporate earnings.
Largest holdings
- IWB ISHARES RUSSELL 1000 ETF11.25%
- VO VANGUARD MID-CAP ETF5.18%
- LLY ELI LILLY & CO4.30%
- QQQ INVESCO QQQ TRUST SERIES 14.16%
- BILS SPDR BLOOMBERG 3-12 MONTH4.01%
- TSM Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR3.38%
- NVDA NVIDIA CORP3.37%
- META META PLATFORMS INC3.28%
- AMZN AMAZON.COM INC3.09%
- GLD SPDR GOLD SHARES3.03%
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$108,208
Total Return
+$38,208
(+54.6%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$74.16M
NAV$36.39
Premium/Discount+0.42%
Expense Ratio0.77%
Market Cap--
Shares Outstanding--
Inception DateDec. 5, 2021
Fund Details
IssuerWealthTrust
Asset ClassAsset allocation
Beta--
SectorFinancial Services
DomicileUS
Websitewealthtrustetf.com/
52-Week Range
$32.93$39.46
Current: $36.54
Volume
Volume1.46K
Avg Volume9.07K
Vol/Avg0.16x
30d
9.95K
60d
9.61K
90d
9.24K
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