DWTR

PowerShares DWA Tactical Sector Rotation Portfolio
N/A

N/A
  • Overview
  • Efficiency
  • Tradability
  • Fit

DWTR Fund Description

The PowerShares DWA Tactical Sector Rotation Portfolio holds four momentum-based US sector ETFs with the greatest relative price momentum. The fund may hold up to 100% cash when cash has high relative momentum.

DWTR Factset Analytics Insight

PowerShares’ DWTR follows a sector rotation strategy from Dorsey Wright, the "smart beta" indexer behind First Trust's 2014 blockbuster fund FV. DWTR holds just four ETFs, chosen from the issuer's momentum-based US sector suite (also using Dorsey Wright indexes). The four funds are chosen for their strong relative momentum, essentially doubling down on the momentum strategy. The fund can also move up to 100% into T-bills, which replace any sector with lower relative momentum. DWTR isn't without drawbacks: It charges a steep fee and will likely see high turnover that could hurt both tracking and tax efficiency. And as a new fund, its performance record and liquidity are still being established. Still, DWTR could be highly appealing to those who believe its methodology will beat the market and are willing to take lots of active risk along the way. Trade with care.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
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DWTR Top 10 Countries

DWTR Top 10 Sectors

DWTR Top 10 Holdings

DWTR Summary Data

PowerShares
10/12/15
Open-Ended Fund
0.75%
$65.43M
$395.32K
0.45%

DWTR Portfolio Data

$51.56B
36.64
4.84
0.48%
03/19/18
189

DWTR Index Data

Momentum
Momentum
MSCI USA Investable Markets_net

Related ETFs to DWTR

MTUM, PDP, QMOM, DWAQ, MMTM
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

DWTR Portfolio Management

0.75%
--
--
--

DWTR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

DWTR Fund Structure

Open-Ended Fund
No
Yes
100% / 0%
N/A
N/A
Medium
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

DWTR Factset Analytics Block Liquidity

As of 02/23/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of DWTR. DWTR is rated a 1 out of 5.

DWTR Tradability

13,597
$395.32K
6,559
$190.41K
0.45%
$0.13
-0.13%
0.50% / -1.12%
None
100.00%
50,000
0.13
0.04%
159.14%
--
$29.00
1

DWTR Sector/Industry BreakdownView All

DWTRSegment Benchmark
22.54% 30.25%
10.93% 24.49%
18.27% 21.24%
13.21% 19.01%
2.95% 3.00%
12.89% 0.60%

DWTR Geographic Exposure

DWTRSegment Benchmark
99.93% 100.00%
0.07% --

DWTRSegment Benchmark
100.00% 100.00%
0.00% / 0.00% 0.00% / 0.00%

DWTR Performance Statistics

0.71
1.10
1.17
0.96
0.49%
MSCI USA Investable Markets_net

DWTR BENCHMARK COMPARISON

    DWTR
    189 Holdings
    Segment Benchmark
    2398 Constituents
    Shared Holdings
    185 (Count)
     
    14.56% (Weight)
DWTRSegment Benchmark
162.73 B 51.56 B
80.41% 44.51%
14.86% 41.04%
4.30% 13.80%
0.35% 0.64%
1.74% 0.90%