CWS AdvisorShares Focused Equity ETF
What is CWS?
CWS is an actively-managed ETF that aims to achieve long-term capital appreciation and outperform the S&P 500 Index by holding a focused group of US-listed stocks using proprietary models.
CWS Factset Analytics Insight
CWS holds a small basket of fundamentally sound US mid and large-cap companies in order to outperform the S&P 500 Index. These are companies that have shown strong sales history, high earnings quality and dominant positions in their respective markets, among other attributes. The fund manager uses a variety of proprietary models to evaluate companies’ intrinsic value and growth potential. Unlike other active equity funds on the market, CWS takes a longer-term view on its holdings and aims to minimize portfolio turnover.
CWS Summary Data
CWS Portfolio Data
CWS Index Data
CWS Portfolio Management
CWS Tax Exposures
CWS Fund Structure
CWS Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of CWS. CWS is rated a 3 out of 5.
CWS Tradability
CWS Sector/Industry Breakdown
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CWS Top 10 Holdings[View All]
CWS Countries
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CWS Regions
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CWS Economic Development
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CWS Performance Statistics
CWS Benchmark Comparison Summary
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CWS Benchmark Comparison Market Cap Size
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.