Morningstar

WealthTrust DBS Long Term Growth ETF WLTG

Morningstar Medalist Rating
Medalist Rating as of | See WealthTrust Investment Hub

Morningstar’s Analysis WLTG

Will WLTG outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WLTG’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WLTG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WLTG’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WealthTrust DBS Long Term Growth ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WLTG

More WLTG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco QQQ Trust

9.86 7M
—

Vanguard MStar Mid Cap ETF

5.14 4M
—

iShares Russell 1000 ETF

5.13 4M
—

Vanguard MStar Mega Cap Growth ETF

4.42 3M
—

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.23 3M
Technology

NVIDIA Corp

4.14 3M
Technology

Meta Platforms Inc Class A

3.79 3M
Communication Services

Eli Lilly and Co

3.62 3M
Healthcare

Amazon.com Inc

3.03 2M
Consumer Cyclical

SPDR® Gold Shares

3.02 2M
—

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