See what your fund actually adds
Opportunities Trust WealthTrust DBS Long Term Growth ETF WLTG
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WLTG | Replication |
|---|---|---|
| Annualized growth | 10.1% | 11.5% |
| Annualized volatility | 14.1% | 15.5% |
| Sharpe ratio | 0.75 | 0.78 |
| Maximum drawdown | 24.5% | 24.4% |
| Replication fit (R²) | 0.87 · Tracking error 5.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model WLTG’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| MTUM | Factor · Momentum | 34.8% |
| VUG | Style · Growth | 23.5% |
| SPHY | FI · High Yield | 22.6% |
| LRGF | Factor · Multi-Factor | 19.1% |