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Last Close
Apr 25 04:00PM ET
28.42
Dollar change
+0.12
Percentage change
0.44
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y12.99% Shs Outstand Perf Week4.56%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y6.97% Total Holdings37 Perf Month-1.16%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM43.98M Perf Quarter-8.92%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y-3.85%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year14.61%
Active/Passive Quant Type Tags- Flows% 1M0.65% 52W Range24.83 - 31.30 Perf YTD-2.63%
Dividend TTM0.16 (0.57%) ESG Type Tags- Flows% 3M9.39% 52W High-9.20% Beta0.77
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD15.44% 52W Low14.46% ATR (14)0.51
Expense0.75% Structure Type Region Flows% 1Y RSI (14)56.10 Volatility0.65% 1.43%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.11 Prev Close28.30
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume5.67K Price28.42
SMA203.62% SMA50-0.23% SMA200-1.88% Trades Volume604 Change0.44%
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.