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)
Connect with investors, share insights, and grow together
Stay up to date on latest investing trends and other announcements
Explore our range of financial tools to streamline your investment planning
A structured, comprehensive way to understand global investing
Read about our journey and get to know the leadership team at Vested
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 | -0.97% | 0.12% |
| 1-Month Return | 0.41% | 1.22% |
| 3-Month Return | 1.5% | 1.09% |
| 6-Month Return | 6.23% | 11.66% |
| 1-Year Return | 15.51% | 19.73% |
| 3-Year Return | 72.5% | 69.97% |
| 5-Year Return | 49.58% | 69.65% |
| Time Frame | WLTG | S&P500 |
|---|---|---|
| 1-Week Return | -39.85% | 6.45% |
| 1-Month Return | 5.10% | 15.90% |
| 3-Month Return | 6.22% | 4.49% |
| 6-Month Return | 13.04% | 25.06% |
| 1-Year Return | 15.51% | 19.73% |
| 3-Year Return | 19.93% | 19.34% |
| 5-Year Return | 8.39% | 11.15% |
| Stock name | Ticker | Weight |
|---|---|---|
INVESCO QQQ TRUST SERIES 1
|
QQQ |
9.08%
|
VANGUARD MID-CAP ETF
|
VO |
5.05%
|
ISHARES RUSSELL 1000 ETF
|
IWB |
4.9%
|
VANGUARD MEGA CAP GROWTH ETF
|
MGK |
4.07%
|
NVIDIA CORP
|
NVDA |
3.79%
|
Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR
|
TSM |
3.76%
|
ELI LILLY & CO
|
LLY |
3.48%
|
BANK OF NEW YORK MELLON CORP
|
BNY |
3.12%
|
SPDR GOLD SHARES
|
GLD |
3.1%
|
AMAZON.COM INC
|
AMZN |
2.97%
|
META PLATFORMS INC
|
META |
2.94%
|
DEVON ENERGY CORP
|
DVN |
2.52%
|
ALPHABET INC-CL A
|
GOOGL |
2.31%
|
MICRON TECHNOLOGY INC
|
MU |
2.31%
|
SYNCHRONY FINANCIAL
|
SYF |
2.24%
|
MARATHON PETROLEUM CORP
|
MPC |
2.15%
|
BANK OF AMERICA CORP
|
BAC |
2.09%
|
HCA HEALTHCARE INC
|
HCA |
2.08%
|
VANGUARD SMALL-CAP ETF
|
VB |
2.08%
|
EMCOR Group Inc.
|
EME |
2.06%
|
CAPITAL ONE FINANCIAL CORP
|
COF |
2.03%
|
AMERIPRISE FINANCIAL INC
|
AMP |
2.01%
|
MICROSOFT CORP
|
MSFT |
1.95%
|
Broadcom Inc.
|
AVGO |
1.9%
|
RTX Corp.
|
RTX |
1.85%
|
ALLSTATE CORP
|
ALL |
1.75%
|
CITIZENS FINANCIAL GROUP
|
CFG |
1.7%
|
LEIDOS HOLDINGS INC
|
LDOS |
1.63%
|
CHURCHILL DOWNS INC
|
CHDN |
1.6%
|
T-MOBILE US INC
|
TMUS |
1.58%
|
APPLE INC
|
AAPL |
1.54%
|
ITRON INC
|
ITRI |
1.52%
|
V2X INC COMMON STOCK USD 0.01
|
VVX |
1.47%
|
DOW INC
|
DOW |
1.36%
|
NETFLIX INC
|
NFLX |
1.31%
|
CASH AND CASH EQUIVALENTS
|
CASH.AND.CASH.EQUIVALENTS |
1.19%
|
VERTIV HOLDINGS CO
|
VRT |
1.18%
|
RESMED INC
|
RMD |
1.15%
|
Cheniere Energy Inc
|
LNG |
1.15%
|
CARNIVAL PLC COMMON STOCK USD
|
CCL |
1.07%
|
ISHARES SILVER TRUST
|
SLV |
1.04%
|
ROYAL CARIBBEAN CRUISES LTD
|
RCL |
0.97%
|
EXPAND ENERGY CORP
|
EXE |
0.97%
|
| Sector | Weight |
|---|---|
|
Information Technology
|
30.40% |
|
Financials
|
17.84% |
|
Communication services
|
11.24% |
|
Consumer discretionary
|
9.84% |
|
Industrials
|
9.27% |
|
All Others
|
21.43% |
WealthTrust DBS Long Term Growth ETF (WLTG) share price today is $38.2884.
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 $39.46. The 52-week low price of WealthTrust DBS Long Term Growth ETF (WLTG) is $31.81.
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%.
Link copied