WLTGWealthTrust DBS Long Term Growth ETF
Grow my money#2006 of 2944 for Grow my money
Seeks long-term growth of capital with a secondary objective of providing dividend income.
WealthTrust Asset Management · Since 2021 (4 years)
Annual Cost
0.74%
#3444 out of 5,332 ETFs
Fund Size
$70M
#3057 out of 5,332 ETFs
Dividend Yield
0.42%
Track Record
4 years
#2625 out of 5,332 ETFs
Performance
1 Year
+34.9%
3 Years
+24.6%
5 Years
N/A
What's inside
Asset class
Region
Strategy
active selection
Cap
large
Asset allocation
Stocks
81.7%
Bonds
8.8%
Cash
5.4%
Other
4.0%
Sector breakdown
Technology
23.3%
Financial Services
20.4%
Communication
14.5%
Industrials
12.2%
Consumer Cyclical
12.0%
Healthcare
10.6%
Energy
2.8%
Consumer Defensive
1.5%
Other
2.7%
Top holdings
State Street® SPDR®Blmbg3-12MthT-BillETFBILS14.2%
iShares Russell 1000 ETFIWB10.4%
Vanguard Mid-Cap ETFVO5.4%
Alphabet Inc Class AGOOGL4.5%
Invesco QQQ TrustQQQ3.7%
Taiwan Semiconductor Manufacturing Co Ltd ADRTSM3.7%
Meta Platforms Inc Class AMETA3.6%
Eli Lilly and CoLLY3.3%
SPDR® Gold SharesGLD3.2%
Vertiv Holdings Co Class AVRT2.9%
Risk profile
Volatility (1Y)
13.5%
Moderate
Max drawdown
-25.1%
Worst peak-to-trough loss
Sharpe (3Y)
1.36
Excellent risk-adjusted returns
Sortino (3Y)
2.00
Good downside protection
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Data updated on 2026-05-05