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.
WealthTrust DBS Long Term Growth ETF WLTG
Morningstar’s Analysis WLTG
Will WLTG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 51.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Russell 1000 ETF | 10.22 | 8M | — |
State Street® SPDR®Blmbg3-12MthT-BillETF | 9.00 | 7M | — |
Invesco QQQ Trust | 5.15 | 4M | — |
Vanguard Mid-Cap ETF | 5.11 | 4M | — |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.16 | 3M | Technology |
NVIDIA Corp | 3.96 | 3M | Technology |
Vanguard Mega Cap Growth ETF | 3.57 | 3M | — |
Eli Lilly and Co | 3.46 | 3M | Healthcare |
Meta Platforms Inc Class A | 3.32 | 3M | Communication Services |
Vertiv Holdings Co Class A | 3.20 | 3M | Industrials |
United States