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Last Close
May 20 03:45PM ET
30.40
Dollar change
-0.08
Percentage change
-0.26
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y15.42% Shs Outstand Perf Week0.70%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y13.12% Total Holdings37 Perf Month13.42%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM47.34M Perf Quarter-1.80%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y1.35%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year15.12%
Active/Passive Quant Type Tags- Flows% 1M-0.02% 52W Range25.66 - 31.30 Perf YTD4.15%
Dividend TTM0.16 (0.53%) ESG Type Tags- Flows% 3M6.38% 52W High-2.88% Beta0.78
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD14.16% 52W Low18.47% ATR (14)0.32
Expense0.75% Structure Type Region Flows% 1Y RSI (14)71.88 Volatility0.46% 0.61%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume1.11 Prev Close30.48
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume5.89K Price30.40
SMA203.81% SMA507.03% SMA2004.42% Trades Volume6,291 Change-0.26%
WealthTrust DBS Long Term Growth ETF seeks long-term growth of capital with a secondary objective of providing dividend income. The fund's investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: 1) tactical allocation is accomplished by identifying positive trends for asset classes, sectors, and industries; and 2) equity stock selection is based on quantitative analysis with an emphasis on earnings.