CWSAdvisorShares Focused Equity ETF
CWS Fund Description
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 4 out of 5.
CWS Sector/Industry Breakdown
CWS Top 10 Holdings[View All]
CWS Economic Development
CWS Performance Statistics
CWS Benchmark Comparison Summary
CWS Benchmark Comparison Market Cap Size