The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
AdvisorShares Focused Equity ETF CWS
Morningstar’s Analysis CWS
Will CWS outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 45.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Amphenol Corp Class A | 5.25 | 7.9 Mil | Technology |
Miller Industries Inc | 5.09 | 7.7 Mil | Consumer Cyclical |
Heico Corp | 4.81 | 7.3 Mil | Industrials |
Fair Isaac Corp | 4.48 | 6.8 Mil | Technology |
Stryker Corp | 4.35 | 6.6 Mil | Healthcare |
Cencora Inc | 4.33 | 6.6 Mil | Healthcare |
Fiserv Inc | 4.25 | 6.4 Mil | Technology |
Rollins Inc | 4.16 | 6.3 Mil | Consumer Cyclical |
Otis Worldwide Corp Ordinary Shares | 4.12 | 6.2 Mil | Industrials |
Aflac Inc | 4.10 | 6.2 Mil | Financial Services |