WLTG – WealthTrust DBS Long Term Growth ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital with a secondary objective of providing dividend income. The fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: 1) tactical allocation is accomplished by identifying positive trends for asset classes, sectors, and industries; and 2) equity stock selection is based on quantitative analysis with an emphasis on earnings.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
WLTG	WealthTrust DBS Long Term Growth ETF	ETF	Open			Dec 6, 2021	$76.82M	0.740%	—	—	$4.73M

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