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 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 |