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Last Close
Jul 18 04:00PM ET
32.63
Dollar change
-0.09
Percentage change
-0.27
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y14.93% Total Holdings42 Perf Week0.86%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y17.64% AUM53.44M Perf Month5.88%
Fund Family Bond Type Tagsdividend Return% 5Y- NAV/sh Perf Quarter20.39%
Index- Average Maturity Tagsquantitative Return% 10Y 52W High32.77 -0.42% Perf Half Y8.47%
Index Weighting Commodity Type Tagstactical Return% SI 52W Low25.66 27.17% Perf YTD11.80%
Active/Passive Quant Type Tags- Flows% 1M0.06% Volatility0.54% 0.50% Perf Year14.62%
Dividend TTM0.16 (0.49%) ESG Type Tags- Flows% 3M4.88% ATR (14)0.22 Perf 3Y34.33%
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD18.57% RSI (14)71.02 Perf 5Y-
Dividend Gr. 3/5Y199.38% - Structure Type Region Flows% 1Y Beta0.79 Perf 10Y-
Expense0.75% Growth/Value SMA201.90% Flows% 3Y Rel Volume1.15 Prev Close32.72
Inverse/Leveraged Market Cap SMA505.23% Flows% 5Y Avg Volume5.63K Price32.63
IPODec 07, 2021 Option/ShortNo / Yes SMA2009.38% Trades Volume6,465 Change-0.27%
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.