Key stats
About Opportunities Trust WealthTrust DBS Long Term Growth ETF
Expense ratio
0.77%
Home page
Inception date
Dec 7, 2021
WLTG seeks long-term capital growth by combining two strategies: (1) equity stock selection based on quantitative analysis with an emphasis on earnings, and (2) tactical allocation based on a third-party algorithmic trend analysis. The first strategy makes up approximately 75% of the portfolio. It uses a quantitative buy-hold-sell ranking system to narrow down its selection of mainly 25-35 large-cap companies, using midcaps or equity ETFs at the advisors discretion. The remaining 25% (second strategy) is comprised of ETFs that track indices of asset class, industries, sectors, or market capitalization that demonstrate positive market trends. This piece of the portfolio is a defensive hedging strategy, which could have exposure to cash, gold, US Treasurys and equal-weighted inverse ETFs during negative market trends. During periods of long-term positive equity market trend, WLTG will be fully invested in individual equities and equity ETFs.
Classification
What's in the fund
Exposure type
Technology Services
ETF
Stocks64.72%
Technology Services15.96%
Electronic Technology7.81%
Retail Trade7.48%
Consumer Services7.09%
Health Technology5.53%
Industrial Services4.02%
Producer Manufacturing3.08%
Consumer Durables2.97%
Consumer Non-Durables2.24%
Utilities2.05%
Finance1.86%
Transportation1.66%
Process Industries1.52%
Commercial Services1.47%
Bonds, Cash & Other35.28%
ETF29.88%
Cash5.40%