DWMCAdvisorShares Dorsey Wright Micro-Cap ETF
DWMC Fund Description
DWMC is an actively managed portfolio of US-listed micro-cap stocks. The fund follows a rules-based momentum strategy and seeks long-term capital appreciation.
DWMC Factset Analytics Insight
DWMC is an actively-managed US micro-cap ETF. However, it is active in name only, as the fund follows a rules-based process to select US micro-cap stocks based on relative strength. The investment universe contains the lower half of the Russell 2000 Index by market-cap and 1,000 other micro-cap stocks. Stocks ranked in the top 50% by relative strength are included in the portfolio. DWMC components receive a modified equal weighting when added to the portfolio. Positions are held until their relative strength falls below the 50% threshold.
DWMC MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
DWMC Portfolio Data
DWMC Index Data
DWMC Portfolio Management
DWMC Tax Exposures
DWMC Fund Structure
DWMC Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of DWMC. DWMC is rated a 3 out of 5.
DWMC Economic Development
DWMC Performance Statistics
DWMC Benchmark Comparison Summary
DWMC Benchmark Comparison Market Cap Size