Advertisement
Skip to Content
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.

Weakness in WealthTrust DBS Long Term Growth ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WLTG

More WLTG Holdings
  • Current Portfolio Date
  • Equity Holdings 26
  • Bond Holdings 0
  • Other Holdings 8
  • % Assets in Top 10 Holdings 52.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SPDR® S&P 500 ETF Trust

9.19
1,087,824
—

SPDR® Gold Shares

9.10
1,076,630
—

Invesco S&P 500® Pure Value ETF

7.11
841,098
—

Invesco QQQ Trust

6.39
755,582
—

SPDR® Blmbg 1-3 Mth T-Bill ETF

6.31
746,131
—

iShares Core MSCI EAFE ETF

3.21
379,710
—

SPDR® Bloomberg 3-12 Mth TBill ETF

3.13
370,658
—

Visa Inc Class A

2.90
342,876
Financial Services

Delta Air Lines Inc

2.80
331,748
Industrials

Microsoft Corp

2.75
324,854
Technology