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Last Close
Jul 17 01:21PM ET
32.69
Dollar change
+0.30
Percentage change
0.91
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y14.22% Total Holdings42 Perf Week0.77%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y17.02% AUM52.76M Perf Month5.72%
Fund Family Bond Type Tagsdividend Return% 5Y- NAV/sh Perf Quarter19.07%
Index- Average Maturity Tagsquantitative Return% 10Y 52W High32.53 0.49% Perf Half Y10.78%
Index Weighting Commodity Type Tagstactical Return% SI 52W Low25.66 27.40% Perf YTD12.00%
Active/Passive Quant Type Tags- Flows% 1M0.65% Volatility0.58% 0.49% Perf Year15.26%
Dividend TTM0.16 (0.49%) ESG Type Tags- Flows% 3M4.95% ATR (14)0.23 Perf 3Y35.93%
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD18.85% RSI (14)73.70 Perf 5Y-
Dividend Gr. 3/5Y199.38% - Structure Type Region Flows% 1Y Beta0.79 Perf 10Y-
Expense0.75% Growth/Value SMA202.37% Flows% 3Y Rel Volume0.92 Prev Close32.39
Inverse/Leveraged Market Cap SMA505.67% Flows% 5Y Avg Volume5.62K Price32.69
IPODec 07, 2021 Option/ShortNo / Yes SMA2009.64% Trades Volume3,154 Change0.91%
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.