Morningstar

AdvisorShares Focused Equity ETF CWS

Morningstar Medalist Rating
Medalist Rating as of | See AdvisorShares Investment Hub

Morningstar’s Analysis CWS

Will CWS outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CWS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CWS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CWS’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CWS

More CWS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Comfort Systems USA Inc

6.10 7M
Industrials

Science Applications International Corp

5.37 6M
Technology

McKesson Corp

5.12 6M
Healthcare

Casey's General Stores Inc

4.97 6M
Consumer Cyclical

IES Holdings Inc

4.93 6M
Industrials

Thermo Fisher Scientific Inc

4.85 6M
Healthcare

Amphenol Corp Class A

4.73 5M
Technology

Henry Schein Inc

4.51 5M
Healthcare

Allison Transmission Holdings Inc

4.47 5M
Consumer Cyclical

FactSet Research Systems Inc

4.38 5M
Financial Services

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