DWAW – AdvisorShares DW FSM All Cap World ETF – ETF Stock Quote | Morningstar

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Will DWAW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DWAW’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the DWAW 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 DWAW’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in AdvisorShares DW FSM All Cap World ETF's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research

Rated on Mar 31, 2024 Published on Mar 31, 2024

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Current Portfolio Date May 7, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 100.0

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
iShares MSCI USA Momentum Factor ETF	50.84	57.4 Mil	—
Invesco QQQ Trust	49.02	55.4 Mil	—
Blackrock Treasury Trust Instl 62	0.14	153,592	Government
Cash	0.00	1,345	Cash and Equivalents

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