WealthTrust DBS Long Term Growth ETF

Rentabilidad a seis meses: 5.26%
Industria: Diversified Portfolio

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Descripción 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.


10 летняя доходность 0
3 летняя доходность 0
5 летняя доходность 0
Assets class size Multi-Cap
Country USA
Country ISO US
Focus Target Outcome
ISIN US26923N8011
Issuer WealthTrust
P/BV 4.1
P/S 2.24
Region specific Broad
Segment Asset Allocation: Global Target Outcome
Strategy Active
Валюта usd
Годовая доходность 35.7
Дата основания 2021-12-06
Див доходность 1.03
Индекс ACTIVE - No Index
Количество компаний 38
Комиссия 0.77
Полное наименование WealthTrust DBS Long Term Growth ETF
Регион Global
Сайт enlace
Средний P/E 21.04
Тип актива Multi-Asset
Cambio de precio por día: +0.192% (28.642)
Cambio de precio por semana.: -3.13% (29.625)
Cambio de precio por mes: -7.93% (31.167)
Cambio de precio en 3 meses.: -7.19% (30.919)
Cambio de precio en seis meses: +5.26% (27.262)
Cambio de precio desde principios de año.: -5.44% (30.349)

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Más funciones y datos para el análisis de empresas y carteras están disponibles mediante suscripción

NombreIndustriaCompartir, %P/BVP/SP/EEV/EbitdaRendimiento de dividendos
Meta (Facebook) Meta (Facebook) Technology 5.22694 6.07 6.89 23.76 16.18 0.2449
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 0.6068
NVIDIA NVIDIA Technology 3.01211 36.25 25.57 52.35 43.89 0.0238
Alphabet Inc. Alphabet Inc. Technology 2.79091 6.35 5.86 24.39 18.04 0.2127
Cheniere Energy Cheniere Energy Energy 2.46892 4.64 2.05 4.24 3.82 0.9362
Microsoft Corporation Microsoft Corporation Technology 2.46604 12.45 13.64 37.94 25.74 0.7442
Royal Caribbean Cruises Royal Caribbean Cruises Consumer Discretionary 2.44009 7.41 3.94 22.57 13.34 0.4875
Tyson Foods Tyson Foods Consumer Staples 2.0742 1.14 0.3972 26.47 9.84 3.22
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