What does WLTG track?

WLTG is the WealthTrust DBS Long Term Growth ETF, a Other ETF.

What is the expense ratio of WLTG?

Expense ratio data for WLTG is shown on the page when available from our data provider.

What are the largest holdings in WLTG?

Top holdings include QQQ, VO, IWB, MGK, NVDA.

How can PortView analyze WLTG overlap with other ETFs?

PortView computes the holdings overlap between WLTG and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

WealthTrust DBS Long Term Growth (WLTG) ETF Holdings & Analysis

ETFOther

$38.56+0.71%

1-year price historyRange $32.95 – $39.40

52-week range$38.56

$32.93$39.46

What WLTG does

This fund strives for superior long-term portfolio growth through a two-pronged investment methodology. Its first component involves tactical asset allocation, achieved by discerning positive trends across various asset classes, industry sectors, and specific industries. The second crucial aspect is equity stock selection, which is guided by systematic quantitative analysis, with a significant emphasis placed on corporate earnings.

Fund profile

Top holdings

	Holding	Weight
	INVESCO QQQ TRUST SERIES 1	9.06%
	VANGUARD MID-CAP ETF	5.03%
	ISHARES RUSSELL 1000 ETF	4.90%
	VANGUARD MEGA CAP GROWTH ETF	4.07%
	NVIDIA CORP	3.83%
	Taiwan Semiconductor Manufacturing Co. Ltd. Sponsored ADR	3.77%
	ELI LILLY & CO	3.47%
	BANK OF NEW YORK MELLON CORP	3.12%
	SPDR GOLD SHARES	3.04%
	META PLATFORMS INC	2.98%

Geographic allocation

United States	95.05%
Taiwan (Province of China)	3.77%
Other	1.18%

PortView Portfolio Insights

PortView analyzes how WLTG fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze WLTG in PortView →

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Frequently asked questions

What does WLTG track?: WLTG is the WealthTrust DBS Long Term Growth ETF, a Other ETF.
What is the expense ratio of WLTG?: Expense ratio data for WLTG is shown on the page when available from our data provider.
What are the largest holdings in WLTG?: Top holdings include QQQ, VO, IWB, MGK, NVDA.
How can PortView analyze WLTG overlap with other ETFs?: PortView computes the holdings overlap between WLTG and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.