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 44.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Miller Industries Inc | 5.29 | 7.9 Mil | Consumer Cyclical |
Amphenol Corp Class A | 5.08 | 7.6 Mil | Technology |
Heico Corp | 4.57 | 6.8 Mil | Industrials |
Stryker Corp | 4.33 | 6.4 Mil | Healthcare |
Fiserv Inc | 4.25 | 6.3 Mil | Technology |
Fair Isaac Corp | 4.25 | 6.3 Mil | Technology |
Aflac Inc | 4.15 | 6.2 Mil | Financial Services |
Cencora Inc | 4.12 | 6.1 Mil | Healthcare |
Otis Worldwide Corp Ordinary Shares | 4.09 | 6.1 Mil | Industrials |
Science Applications International Corp | 4.05 | 6.0 Mil | Technology |