WLTG

WealthTrust DBS Long Term Growth ETF

$35.05

+0.00%

Market closed. Last update: 11:40 PM ET

📎 Investment Objective

The WealthTrust DBS Long Term Growth ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of growth-oriented stocks.

Overview

ETF tracking WealthTrust DBS Long Term Growth ETF

Category Growth

Issuer Other

Inception Date 2024-08-28

Market Cap $63.3M

Average Volume N/A

Dividend Yield 0.46%

52-Week Range $25.92 - $35.98

VWAP $35.17

Performance

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Investment Summary

📎 Investment Objective

The WealthTrust DBS Long Term Growth ETF seeks to provide long-term capital appreciation by investing in a diversified portfolio of growth-oriented stocks.

🎯 Investment Strategy

The ETF tracks an index of large- and mid-cap growth companies, focusing on sectors with strong long-term growth potential. The portfolio is rebalanced periodically to maintain desired exposures.

✨ Key Features

Broad exposure to growth-oriented U.S. equities
Diversified across multiple sectors and industries
Low expense ratio of 0.00%
Suitable for long-term investors seeking capital appreciation

⚠️ Primary Risks

Market risk: The value of the ETF's holdings may decline due to general market conditions
Concentration risk: The ETF may have significant exposure to certain sectors or industries
Liquidity risk: In times of market stress, the ETF's shares may trade at a discount to net asset value
Growth style risk: Growth stocks may underperform value stocks in certain market environments

👤 Best For

The WealthTrust DBS Long Term Growth ETF is best suited for long-term investors with a higher risk tolerance who are seeking capital appreciation through exposure to growth-oriented U.S. equities. It may be appropriate as a core holding in a diversified portfolio.