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AdvisorShares Focused Equity ETF CWS

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.

AdvisorShares Focused Equity ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

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Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings CWS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Miller Industries Inc

5.13 7.7 Mil
Consumer Cyclical

Amphenol Corp Class A

5.11 7.7 Mil
Technology

Heico Corp

4.50 6.8 Mil
Industrials

Fair Isaac Corp

4.33 6.5 Mil
Technology

Fiserv Inc

4.24 6.4 Mil
Technology

Stryker Corp

4.12 6.2 Mil
Healthcare

Thermo Fisher Scientific Inc

4.11 6.2 Mil
Healthcare

The Hershey Co

4.09 6.2 Mil
Consumer Defensive

Science Applications International Corp

4.08 6.1 Mil
Technology

Otis Worldwide Corp Ordinary Shares

4.04 6.1 Mil
Industrials