AdvisorShares DW FSM US Core ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
AdvisorShares Dorsey Wright FSM US Core ETF DWUS
Morningstar’s Analysis DWUS
Will DWUS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DWUS 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 DWUS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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
|
|---|---|---|---|
Invesco NASDAQ 100 ETF | 50.09 | 63M | — |
iShares MSCI USA Momentum Factor ETF | 49.71 | 62M | — |
Blackrock Treasury Trust Instl 62 | 0.20 | 245,954 | Government |
United States