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Last Close
Dec 09 04:00PM ET
30.63
Dollar change
-0.29
Percentage change
-0.94
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y39.42% Shs Outstand Perf Week0.21%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y- Total Holdings36 Perf Month1.32%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM40.31M Perf Quarter12.34%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y13.83%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year37.49%
Active/Passive Quant Type Tags- Flows% 1M12.91% 52W Range22.55 - 30.93 Perf YTD32.43%
Dividend TTM0.16 (0.54%) ESG Type Tags- Flows% 3M16.56% 52W High-0.98% Beta0.75
Dividend Ex-DateDec 26, 2023 Dividend Type Sector/Theme Flows% YTD63.10% 52W Low35.82% ATR (14)0.18
Expense0.77% Structure Type Region Flows% 1Y RSI (14)60.77 Volatility0.15% 0.21%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.09 Prev Close30.92
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume4.10K Price30.63
SMA200.96% SMA503.02% SMA20011.55% Trades Volume383 Change-0.94%
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.