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 | 0.68% | 0.53% |
| 1-Month Return | 0.23% | 1.49% |
| 3-Month Return | 2.46% | 2.98% |
| 6-Month Return | 8.48% | 13.8% |
| 1-Year Return | 8.96% | 15.26% |
| 3-Year Return | 78.98% | 79.08% |
| 5-Year Return | 50.6% | 78.02% |
| Time Frame | WLTG | S&P500 |
|---|---|---|
| 1-Week Return | 42.39% | 31.74% |
| 1-Month Return | 2.83% | 19.72% |
| 3-Month Return | 10.36% | 12.65% |
| 6-Month Return | 17.95% | 29.97% |
| 1-Year Return | 8.96% | 15.26% |
| 3-Year Return | 21.41% | 21.44% |
| 5-Year Return | 8.53% | 12.23% |
| Stock name | Ticker | Weight |
|---|---|---|
INVESCO QQQ TRUST SERIES 1
|
QQQ |
9.54%
|
VANGUARD MID-CAP ETF
|
VO |
4.96%
|
ISHARES RUSSELL 1000 ETF
|
IWB |
4.95%
|
VANGUARD MEGA CAP GROWTH ETF
|
MGK |
4.27%
|
Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR
|
TSM |
4.16%
|
NVIDIA CORP
|
NVDA |
4.04%
|
META PLATFORMS INC
|
META |
3.7%
|
ELI LILLY & CO
|
LLY |
3.49%
|
CASH AND CASH EQUIVALENTS
|
CASH.AND.CASH.EQUIVALENTS |
3.02%
|
SPDR GOLD SHARES
|
GLD |
2.89%
|
AMAZON.COM INC
|
AMZN |
2.86%
|
BANK OF NEW YORK MELLON CORP
|
BNY |
2.78%
|
MARATHON PETROLEUM CORP
|
MPC |
2.72%
|
DEVON ENERGY CORP
|
DVN |
2.62%
|
MICRON TECHNOLOGY INC
|
MU |
2.59%
|
ALPHABET INC-CL A
|
GOOGL |
2.34%
|
HCA HEALTHCARE INC
|
HCA |
2.23%
|
EMCOR Group Inc.
|
EME |
2.18%
|
Vanguard Morningstar Small-Cap ETF
|
VB |
2%
|
MICROSOFT CORP
|
MSFT |
2%
|
CAPITAL ONE FINANCIAL CORP
|
COF |
1.89%
|
Broadcom Inc.
|
AVGO |
1.87%
|
BANK OF AMERICA CORP
|
BAC |
1.81%
|
AMERIPRISE FINANCIAL INC
|
AMP |
1.81%
|
APPLE INC
|
AAPL |
1.65%
|
RTX Corp.
|
RTX |
1.62%
|
CITIZENS FINANCIAL GROUP
|
CFG |
1.57%
|
ALLSTATE CORP
|
ALL |
1.56%
|
T-MOBILE US INC
|
TMUS |
1.5%
|
LEIDOS HOLDINGS INC
|
LDOS |
1.39%
|
CHURCHILL DOWNS INC
|
CHDN |
1.36%
|
V2X INC COMMON STOCK USD 0.01
|
VVX |
1.35%
|
BRISTOL-MYERS SQUIBB CO
|
BMY |
1.33%
|
ITRON INC
|
ITRI |
1.32%
|
DOW INC
|
DOW |
1.28%
|
CARNIVAL PLC COMMON STOCK USD
|
CCL |
1.14%
|
Cheniere Energy Inc
|
LNG |
1.14%
|
VERTIV HOLDINGS CO
|
VRT |
1.12%
|
RESMED INC
|
RMD |
1.09%
|
ROYAL CARIBBEAN CRUISES LTD
|
RCL |
0.99%
|
ISHARES SILVER TRUST
|
SLV |
0.93%
|
SPDR S&P BIOTECH ETF
|
XBI |
0.92%
|
| Sector | Weight |
|---|---|
|
Information Technology
|
32.60% |
|
Financials
|
14.17% |
|
Health care
|
11.70% |
|
Communication services
|
10.75% |
|
Consumer discretionary
|
9.31% |
|
All Others
|
21.47% |
WealthTrust DBS Long Term Growth ETF (WLTG) share price today is $38.5305.
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 $32.57.
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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