WealthTrust DBS Long Term Growth ETF

Rentabilidade por seis meses: 15.81%
Indústria: Diversified Portfolio


Descrição WealthTrust DBS Long Term Growth ETF

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.


Цена последней сделки 30.23
Код ценной бумаги WLTG
Полное наименование WealthTrust DBS Long Term Growth ETF
Объем 33393050
Валюта usd
Изм за день, % 0
Комиссия 0.77
Дата основания 2021-12-06
Сайт link
Тип актива Multi-Asset
Индекс ACTIVE - No Index
Регион Global
Средний P/E 21.04
Див доходность 1.03
Issuer WealthTrust
Assets class size Multi-Cap
Region specific Broad
Strategy Active
Focus Target Outcome
Segment Asset Allocation: Global Target Outcome
country USA
countryISO US
Код ISIN US26923N8011
Количество компаний 38
Годовая доходность 40.28
3 летняя доходность 0
5 летняя доходность 0
10 летняя доходность 0
P/BV 4.1
P/S 2.24
Alteração de preço por dia: 0% (30.2288)
Alteração de preço por semana: +4.42% (28.95)
Alteração de preço por mês: +3.28% (29.27)
Alteração de preço em 3 meses: +13.22% (26.699)
Mudança de preço em seis meses: +15.81% (26.1031)
Mudança de preço por ano: +40.28% (21.549)
Mudança de preço desde o início do ano: +31.64% (22.963)

Pague pela sua assinatura

Mais funcionalidades e dados para análise de empresas e portfólio estão disponíveis por assinatura

Nome Indústria Compartilhar, % P/BV P/S P/E EV/Ebitda Rendimento de dividendos
Meta (Facebook) Meta (Facebook) Technology 5.22694 6.07 6.89 23.76 16.18 0.1867
Amazon Amazon Consumer Discretionary 4.13495 7.97 2.8 52.91 19.55 0
Netflix Netflix Consumer Staples 3.18313 10.63 6.49 40.46 10.52 0
Eli Lilly and Company Eli Lilly and Company Healthcare 3.01311 47.43 15.1 98.32 43.16 0.6208
NVIDIA NVIDIA Technology 3.01211 36.25 25.57 52.35 43.89 0.0229
Alphabet Inc. Alphabet Inc. Technology 2.79091 6.35 5.86 24.39 18.04 0.0612
Cheniere Energy Cheniere Energy Energy 2.46892 4.64 2.05 4.24 3.82 0.9772
Microsoft Corporation Microsoft Corporation Technology 2.46604 12.45 13.64 37.94 25.99 0.7135
Royal Caribbean Cruises Royal Caribbean Cruises Consumer Discretionary 2.44009 7.41 2.61 21.38 13.34 0.2309
Tyson Foods Tyson Foods Consumer Staples 2.0742 0.9622 0.3322 7.73 14.75 3.45