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Last Close
Dec 12 01:58PM ET
30.69
Dollar change
-0.13
Percentage change
-0.42
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y37.22% Shs Outstand Perf Week-0.42%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y6.71% Total Holdings36 Perf Month1.16%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM40.48M Perf Quarter9.73%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y11.96%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year36.34%
Active/Passive Quant Type Tags- Flows% 1M13.82% 52W Range22.64 - 30.93 Perf YTD32.71%
Dividend TTM0.16 (0.54%) ESG Type Tags- Flows% 3M14.76% 52W High-0.78% Beta0.75
Dividend Ex-DateDec 26, 2023 Dividend Type Sector/Theme Flows% YTD64.68% 52W Low35.59% ATR (14)0.19
Expense0.77% Structure Type Region Flows% 1Y RSI (14)59.50 Volatility0.29% 0.24%
Option/ShortNo / No Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.58 Prev Close30.82
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume4.11K Price30.69
SMA201.00% SMA502.85% SMA20011.41% Trades Volume1,684 Change-0.42%
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.