WealthTrust DBS Long Term Growth ETF (WLTG)
24.89
-0.23
(-0.92%)
USD |
NYSEARCA |
Apr 25, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.77% | -0.04% | 24.53M | 2318.20 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.66% | 99.98% | 9.349M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | WealthTrust Asset Management |
| Prospectus Benchmark Index | |
| S&P 500 TR USD(1936) | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| John McHugh | 2.32 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
| Investment Strategy | |
| The investment 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. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | WealthTrust Asset Management |
| Prospectus Benchmark Index | |
| S&P 500 TR USD(1936) | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| John McHugh | 2.32 yrs |