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Last Close
May 08 04:00PM ET
29.20
Dollar change
+0.13
Percentage change
0.45
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y14.54% Shs Outstand Perf Week1.45%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y9.70% Total Holdings35 Perf Month12.66%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM45.46M Perf Quarter-6.31%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y0.84%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year15.05%
Active/Passive Quant Type Tags- Flows% 1M0.64% 52W Range25.66 - 31.30 Perf YTD0.04%
Dividend TTM0.16 (0.55%) ESG Type Tags- Flows% 3M9.01% 52W High-6.71% Beta0.78
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD15.71% 52W Low13.80% ATR (14)0.40
Expense0.75% Structure Type Region Flows% 1Y RSI (14)62.21 Volatility0.48% 1.06%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.42 Prev Close29.07
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume5.50K Price29.20
SMA203.85% SMA503.48% SMA2000.70% Trades Volume2,316 Change0.45%
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.