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 45.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Miller Industries Inc | 5.60 | 9.0 Mil | Consumer Cyclical |
Fair Isaac Corp | 4.92 | 7.9 Mil | Technology |
Heico Corp | 4.69 | 7.5 Mil | Industrials |
Amphenol Corp Class A | 4.51 | 7.2 Mil | Technology |
Fiserv Inc | 4.29 | 6.9 Mil | Technology |
Intercontinental Exchange Inc | 4.26 | 6.8 Mil | Financial Services |
Aflac Inc | 4.24 | 6.8 Mil | Financial Services |
Moody's Corporation | 4.08 | 6.5 Mil | Financial Services |
Thermo Fisher Scientific Inc | 4.07 | 6.5 Mil | Healthcare |
Cencora Inc | 4.06 | 6.5 Mil | Healthcare |