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Last Close
May 20 12:45PM ET
26.56
Dollar change
+0.21
Percentage change
0.81
%
CategoryTarget Date / Multi-Asset - Other Asset TypeMulti-Asset - Tactical / Active TagsU.S. Return% 1Y29.00% Shs Outstand Perf Week2.28%
SponsorWealth Trust ETF Type Tagsequity Return% 3Y- Total Holdings34 Perf Month7.47%
Fund Family Bond Type Tagsdividend Return% 5Y- AUM25.90M Perf Quarter8.31%
Index- Average Maturity Tagsquantitative Return% 10Y NAV% Perf Half Y22.67%
Index Weighting Commodity Type Tagstactical Return% SI NAV/sh Perf Year27.72%
Active/Passive Quant Type Tags- Flows% 1M0.98% 52W Range20.33 - 26.47 Perf YTD14.85%
Dividend TTM0.16 (0.62%) ESG Type Tags- Flows% 3M21.29% 52W High0.34% Beta0.74
Dividend Ex-DateDec 26, 2023 Dividend Type Sector/Theme Flows% YTD32.57% 52W Low30.64% ATR (14)0.17
Expense0.72% Structure Type Region Flows% 1Y RSI (14)70.61 Volatility0.15% 0.30%
Option/ShortNo / Yes Growth/Value Dev/Emerg Flows% 3Y Rel Volume0.38 Prev Close26.35
Inverse/Leveraged Market Cap Currency Flows% 5Y Avg Volume4.31K Price26.56
SMA203.94% SMA503.82% SMA20014.17% Trades Volume900 Change0.81%
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.