Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
AdvisorShares DW FSM US Core ETF DWUS
Morningstar’s Analysis DWUS
Will DWUS 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares MSCI USA Momentum Factor ETF | 51.05 | 53.1 Mil | — |
Invesco QQQ Trust | 48.81 | 50.7 Mil | — |
Blackrock Treasury Trust Instl 62 | 0.15 | 150,739 | Government |
Cash | 0.00 | −1,407 | Cash and Equivalents |