WLTH
LifeGoal Wealth Builder ETF
WLTH
Closed
$9.22
Closed
-(-)
At close
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About
WLTH was created on 2021-09-09 by LifeGoal. The fund's investment portfolio concentrates primarily on target outcome asset allocation. WLTH is an actively managed fund-of-funds that allocates to equities, debt securities and commodity-linked instruments. The fund seeks long-term capital growth.
Company
LifeGoal
Asset class
Asset Allocation
Inception date
2021
Investment segment
Target Outcome
ISIN
US66538F2496
Website
Key stats
Open
$9.24
Volume
814.78K
AUM
$7.90M
Prev. close
$9.17
Expense ratio
0.34%
P/E
0.00
$9.11
Day’s Range
$9.39
$7.20
52W Range
$14.00
What’s in the fund
1
Total holdings
Us Dollars
100.00%
Returns
Performance
_
Difference
_
LifeGoal Wealth Builder ETF
Get professional financial guidance
Schedule your free first call with a financial advisor on CUSP Wealth
*T&Cs apply