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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 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.

WealthTrust DBS Long Term Growth ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 56.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco QQQ Trust

12.51 3.3 Mil
—

Invesco S&P 500® Equal Weight ETF

7.30 1.9 Mil
—

SPDR® Gold Shares

5.51 1.4 Mil
—

Amazon.com Inc

5.40 1.4 Mil
Consumer Cyclical

NVIDIA Corp

4.99 1.3 Mil
Technology

Meta Platforms Inc Class A

4.88 1.3 Mil
Communication Services

iShares Russell 2000 ETF

4.53 1.2 Mil
—

Eli Lilly and Co

4.21 1.1 Mil
Healthcare

Apple Inc

3.49 918,025
Technology

Netflix Inc

3.24 852,217
Communication Services