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 42.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Miller Industries Inc | 4.55 | 6.6 Mil | Consumer Cyclical |
Fiserv Inc | 4.52 | 6.6 Mil | Technology |
Cencora Inc | 4.50 | 6.5 Mil | Healthcare |
Amphenol Corp Class A | 4.42 | 6.4 Mil | Technology |
Heico Corp | 4.41 | 6.4 Mil | Industrials |
Stryker Corp | 4.31 | 6.3 Mil | Healthcare |
Otis Worldwide Corp Ordinary Shares | 4.18 | 6.1 Mil | Industrials |
Thermo Fisher Scientific Inc | 4.16 | 6.0 Mil | Healthcare |
Intercontinental Exchange Inc | 4.00 | 5.8 Mil | Financial Services |
Aflac Inc | 4.00 | 5.8 Mil | Financial Services |