WRTH

Worth Charting$25.93+0.09 (+0.33%)
AUM $29.3MER 1.02%NAV $25.20Holdings

Price Chart

Key Statistics

Previous Close

$25.84

Day Range

$25.88$25.94

52-Week Range

$24.89$26.76

Avg Volume

45.9K

Dividend Yield

Expense Ratio

1.02%

AUM

$29.3M

Shares Outstanding

1.7M

ETF Grades

?

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Inception Date

The Worth Charting Options Income ETF (WRTH) is an exchange-traded fund issued by Worth Charting. It currently manages $29.3M in assets under management. The fund charges an expense ratio of 1.02%.

Top 10 holdings represent 101.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1United States Treasury Bill 02/18/202720.71%15,412,000$15.1M
2United States Treasury Note/Bond 2.375% 05/15/202720.13%14,899,000$14.7M
3United States Treasury Bill 12/10/202618.74%13,835,000$13.7M
4United States Treasury Bill 07/08/202717.90%13,540,000$13.1M
5United States Treasury Bill 10/15/202616.22%11,903,000$11.9M
6Cash & Other5.00%3,656,555$3.7M
7First American Government Obligations Fund 12/01/20312.56%1,870,734$1.9M
8GAP US 09/18/26 C300.05%750$33K
9XLI US 09/18/26 C2200.03%100$24K
10CRDO US 09/18/26 C4000.03%105$23K
11MRK US 09/18/26 C2000.02%150$16K
12JETS US 09/18/26 C400.01%900$11K
13MDB US 09/18/26 C6600.01%40$9K
14TEM US 09/18/26 C1250.01%270$9K
15PSX US 09/18/26 C3000.01%65$8K

Detailed Returns

PeriodReturnETF
1D
+0.33%
1W
+0.16%
1M
+1.17%
3M
+1.80%
6M
+3.70%
YTD
+3.70%
1Y
+3.70%
3Y
+3.70%
5Y
+3.70%

Moving Averages

20-Day MA

$25.85

Above 20-Day MA
50-Day MA

$25.64

Above 50-Day MA
200-Day MA

$25.45

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.76

Current Price

$25.93

52-Week Low

$24.89

$24.89$26.76

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

No category data available for comparison.

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