Skip to Content

AdvisorShares Focused Equity ETF CWS

Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis CWS

Will CWS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

AdvisorShares Focused Equity ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CWS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fiserv Inc

4.47 6.5 Mil
Technology

Cencora Inc

4.47 6.5 Mil
Healthcare

Stryker Corp

4.45 6.5 Mil
Healthcare

Miller Industries Inc

4.37 6.4 Mil
Consumer Cyclical

Amphenol Corp Class A

4.30 6.3 Mil
Technology

Otis Worldwide Corp Ordinary Shares

4.13 6.0 Mil
Industrials

Celanese Corp Class A

4.06 5.9 Mil
Basic Materials

Thermo Fisher Scientific Inc

4.05 5.9 Mil
Healthcare

Heico Corp

4.04 5.9 Mil
Industrials

Fair Isaac Corp

4.01 5.9 Mil
Technology