AdvisorShares Focused Equity ETF CWS

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.

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.

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Portfolio Holdings CWS

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings49.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Science Applications International Corp

5.967M
Technology

McKesson Corp

5.236M
Healthcare

Thermo Fisher Scientific Inc

5.056M
Healthcare

Allison Transmission Holdings Inc

5.026M
Consumer Cyclical

Casey's General Stores Inc

4.996M
Consumer Cyclical

Comfort Systems USA Inc

4.835M
Industrials

Amphenol Corp Class A

4.785M
Technology

Henry Schein Inc

4.685M
Healthcare

American Water Works Co Inc

4.575M
Utilities

FactSet Research Systems Inc

4.555M
Financial Services

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