AdvisorShares Focused Equity ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
AdvisorShares Focused Equity ETF CWS
Morningstar’s Analysis CWS
Will CWS outperform in the 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 49.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Science Applications International Corp | 6.06 | 7M | Technology |
Comfort Systems USA Inc | 5.23 | 6M | Industrials |
McKesson Corp | 4.95 | 6M | Healthcare |
Casey's General Stores Inc | 4.84 | 5M | Consumer Cyclical |
FactSet Research Systems Inc | 4.81 | 5M | Financial Services |
Thermo Fisher Scientific Inc | 4.80 | 5M | Healthcare |
Amphenol Corp Class A | 4.75 | 5M | Technology |
Henry Schein Inc | 4.61 | 5M | Healthcare |
Allison Transmission Holdings Inc | 4.60 | 5M | Consumer Cyclical |
American Water Works Co Inc | 4.54 | 5M | Utilities |