Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
Invest in 10,000+ US Stocks and ETFs
* Offering through VF Securities, Inc. (member FINRA/SIPC)
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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. more
| Time Frame | WLTG | S&P500 |
|---|---|---|
| 1-Week Return | 0.22% | 0.01% |
| 1-Month Return | 4.6% | 3.54% |
| 3-Month Return | 6.25% | 10.58% |
| 6-Month Return | 5.68% | 8.03% |
| 1-Year Return | 16.36% | 20.06% |
| 3-Year Return | 75.3% | 70.98% |
| 5-Year Return | 47.47% | 71.89% |
| Time Frame | WLTG | S&P500 |
|---|---|---|
| 1-Week Return | 12.14% | 0.52% |
| 1-Month Return | 72.84% | 52.69% |
| 3-Month Return | 27.87% | 50.36% |
| 6-Month Return | 11.85% | 16.96% |
| 1-Year Return | 16.36% | 20.06% |
| 3-Year Return | 20.58% | 19.58% |
| 5-Year Return | 8.08% | 11.44% |
| Stock name | Ticker | Weight |
|---|---|---|
ISHARES RUSSELL 1000 ETF | IWB | 10.05% |
VANGUARD MID-CAP ETF | VO | 5.08% |
INVESCO QQQ TRUST SERIES 1 | QQQ | 4.97% |
SPDR BLOOMBERG 3-12 MONTH | BILS | 4.55% |
Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR | TSM | 4.04% |
ELI LILLY & CO | LLY | 3.7% |
NVIDIA CORP | NVDA | 3.63% |
VANGUARD MEGA CAP GROWTH ETF | MGK | 3.44% |
META PLATFORMS INC | META | 3.3% |
BANK OF NEW YORK MELLON CORP | BK | 3.01% |
AMAZON.COM INC | AMZN | 2.84% |
MICRON TECHNOLOGY INC | MU | 2.52% |
ALPHABET INC-CL A | GOOGL | 2.46% |
CASH AND CASH EQUIVALENTS | CASH.AND.CASH.EQUIVALENTS | 2.42% |
SPDR GOLD SHARES | GLD | 2.37% |
DEVON ENERGY CORP | DVN | 2.3% |
EMCOR Group Inc. | EME | 2.23% |
VANGUARD SMALL-CAP ETF | VB | 2.12% |
SYNCHRONY FINANCIAL | SYF | 2.12% |
HCA HEALTHCARE INC | HCA | 2.09% |
BANK OF AMERICA CORP | BAC | 2.04% |
CAPITAL ONE FINANCIAL CORP | COF | 1.94% |
AMERIPRISE FINANCIAL INC | AMP | 1.84% |
RTX Corp. | RTX | 1.75% |
CITIZENS FINANCIAL GROUP | CFG | 1.75% |
ALLSTATE CORP | ALL | 1.71% |
Broadcom Inc. | AVGO | 1.71% |
MARATHON PETROLEUM CORP | MPC | 1.69% |
APPLE INC | AAPL | 1.56% |
VERTIV HOLDINGS CO | VRT | 1.52% |
MICROSOFT CORP | MSFT | 1.5% |
DOW INC | DOW | 1.3% |
LEIDOS HOLDINGS INC | LDOS | 1.27% |
NETFLIX INC | NFLX | 1.24% |
CARNIVAL PLC COMMON STOCK USD | CCL | 1.19% |
Teva Pharmaceutical Industries Limited Sponsored ADR | TEVA | 1.14% |
Cheniere Energy Inc | LNG | 1.09% |
UNIVERSAL HEALTH SERVICES-B | UHS | 1.07% |
ROYAL CARIBBEAN CRUISES LTD | RCL | 1.03% |
RESMED INC | RMD | 1.02% |
EXPAND ENERGY CORP | EXE | 0.91% |
ISHARES SILVER TRUST | SLV | 0.5% |
| Sector | Weight |
|---|---|
|
Information Technology | 30.50% |
|
Financials | 18.55% |
|
Industrials | 10.99% |
|
Communication services | 10.93% |
|
Health care | 10.07% |
|
All Others | 18.96% |
WealthTrust DBS Long Term Growth ETF (WLTG) share price today is $37.7536.
Yes, Indians can buy shares of WealthTrust DBS Long Term Growth ETF (WLTG) on Vested. To buy WLTG from India, you can open a US Brokerage account by signing up on Vested. The account opening process is completely digital and secure, and takes 3-5 minutes to complete.
Yes, you can purchase fractional shares of WealthTrust DBS Long Term Growth ETF (WLTG) on Vested. You can start investing in WealthTrust DBS Long Term Growth ETF (WLTG) with a minimum investment of $1.
The 52-week high price of WealthTrust DBS Long Term Growth ETF (WLTG) is $37.87. The 52-week low price of WealthTrust DBS Long Term Growth ETF (WLTG) is $30.77.
The stock symbol (or ticker) of WealthTrust DBS Long Term Growth ETF is WLTG.
Yes, you can setup SIP in WealthTrust DBS Long Term Growth ETF shares. Follow the below steps to create the SIP:
Here is the historical performance of WLTG on the Vested app.
The expense ratio of WealthTrust DBS Long Term Growth ETF (WLTG) is 0.77%.
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