Skip to Content

WealthTrust DBS Long Term Growth ETF WLTG

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.

WealthTrust DBS Long Term Growth ETF's Average People Pillar and Process 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings WLTG

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Invesco QQQ Trust

15.96 4.2 Mil

Amazon.com Inc

5.36 1.4 Mil
Consumer Cyclical

SPDR® Portfolio S&P 500 Growth ETF

5.29 1.4 Mil

Vanguard Mega Cap Growth ETF

5.19 1.4 Mil

Meta Platforms Inc Class A

5.18 1.4 Mil
Communication Services

NVIDIA Corp

4.25 1.1 Mil
Technology

SPDR® Gold Shares

4.22 1.1 Mil

Eli Lilly and Co

3.36 894,850
Healthcare

Netflix Inc

3.34 888,171
Communication Services

Alphabet Inc Class A

3.27 870,569
Communication Services