WealthTrust DBS Long Term Growth ETF
Shareclass
WealthTrust DBS Long Term Growth ETF (WLTG)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund WealthTrust DBS Long Term Growth ETF
FUND COVERAGE
# of holdings29
% of assets66%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp2.32%$1.33M
- 2. Microsoft Corp2.55%$1.47M
- 3. BioMarin Pharmaceutical Inc1.98%$1.14M
- 4. Meta Platforms Inc Class A4.29%$2.46M
- 5. Bank of New York Mellon Corp2.69%$1.54M
- 6. Teva Pharmaceutical Industries Ltd ADR1.55%$889,446
- 7. Alphabet Inc Class A4.65%$2.67M
- 8. Citizens Financial Group Inc1.61%$924,155
- 9. Synchrony Financial2.77%$1.59M
- 10. Leidos Holdings Inc1.73%$992,349
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co Class A2.38%$1.36M
- 2. Universal Health Services Inc Class B1.08%$620,866
- 3. Tenet Healthcare Corp2.15%$1.24M
- 4. Coherent Corp2.44%$1.4M
- 5. EMCOR Group Inc2.44%$1.4M
- 6. Ameriprise Financial Inc1.22%$699,530
- 7. Royal Caribbean Group1.3%$746,045
- 8. NRG Energy Inc1.12%$645,678
- 9. Expand Energy Corp Ordinary Shares - New1.33%$762,118
- 10. Aptiv PLC2.57%$1.48M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund WealthTrust DBS Long Term Growth ETF
Totals
Holdings
Assets
Weight
Prisons
4
$7.09M
12%
Prisons high risk
1
$924,155
1.61%
Private prisons
0
$0
0%
Borders
6
$9.25M
16%
Borders high risk
3
$3.08M
5.36%
Total
6
$9.25M
16%
Holdings — 6 flagged holdings
1.
Alphabet Inc Class A
:$2.67M
4.65%
2.
Amazon.com Inc
:$2.03M
3.54%
3.
Microsoft Corp
:$1.47M
2.55%
4.
RTX Corp
:$1.16M
2.03%
5.
Leidos Holdings Inc
:$992,349
1.73%
6.
Citizens Financial Group Inc
:$924,155
1.61%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
WealthTrust DBS Long Term Growth ETF WLTG
Environment
Social
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