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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 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 Manager Research

Morningstar Manager Research

Summary

AdvisorShares Focused Equity ETF recently changed its Morningstar Category. The Morningstar Category is the peer group used to determine an investment's relative merits. In this case, the move has resulted in this strategy's Morningstar Medalist Rating being upgraded to Neutral from Negative. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group in April, moving from the Mid-Cap Growth category to the Mid-Cap Blend Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CWS

More CWS Holdings
  • Current Portfolio Date
  • Equity Holdings 25
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 44.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fair Isaac Corp

4.92
2,871,529
Technology

Trex Co Inc

4.85
2,831,661
Industrials

Miller Industries Inc

4.77
2,781,555
Consumer Cyclical

Moody's Corporation

4.46
2,600,365
Financial Services

Stryker Corp

4.40
2,565,908
Healthcare

Fiserv Inc

4.32
2,523,232
Technology

The Hershey Co

4.31
2,514,288
Consumer Defensive

Broadridge Financial Solutions Inc

4.21
2,459,394
Technology

Polaris Inc

4.19
2,444,371
Consumer Cyclical

Intuit Inc

4.11
2,395,953
Technology