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Last Close
Dec 17  •  11:58AM ET
35.65
Dollar change
-0.24
Percentage change
-0.67
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y17.26% Total Holdings38 Perf Week-2.56%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y21.16% AUM64.27M Perf Month2.77%
Fund Family Bond Type Tagsdividend Return% 5Y- NAV/sh Perf Quarter2.67%
Index- Average Maturity Tagsquantitative Return% 10Y 52W High36.68 -2.80% Perf Half Y15.67%
Index Weighting Commodity Type Tagstactical Return% SI 52W Low25.84 37.98% Perf YTD22.15%
Active/Passive Quant Type Tags- Flows% 1M-1.64% Volatility0.70% 0.66% Perf Year16.74%
Dividend TTM0.16 (0.45%) ESG Type Tags- Flows% 3M-0.56% ATR (14)0.30 Perf 3Y72.29%
Dividend Ex-DateDec 24, 2024 Dividend Type Sector/Theme Flows% YTD26.09% RSI (14)48.26 Perf 5Y-
Dividend Gr. 3/5Y199.38% - Structure Type Region Flows% 1Y Beta0.80 Perf 10Y-
Expense0.75% Growth/Value SMA20-0.23% Flows% 3Y Rel Volume0.33 Prev Close35.89
Inverse/Leveraged Market Cap SMA500.49% Flows% 5Y Avg Volume5.98K Price35.65
IPODec 07, 2021 Option/ShortNo / Yes SMA20010.64% Trades Volume1,007 Change-0.67%
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.