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CWS - Advisorshares Focused Equity ETF

Advisorshares Focused Equity ETF logoThe AdvisorShares Focused Equity ETF (CWS) is an actively managed exchange-traded fund that invests in a concentrated portfolio of 30 to 40 U.S. stocks of any market capitalization. The fund's objective is to achieve long-term capital appreciation by investing in high-quality companies that are believed to have attractive valuations and sustainable competitive advantages.

The fund is managed by Vident Investment Advisory, LLC, which uses a proprietary quantitative model to identify stocks with strong fundamentals and attractive valuations. The model focuses on factors such as earnings quality, cash flow, return on assets, and valuation ratios to select stocks for the portfolio.

The portfolio is constructed to be well-diversified across sectors and industries, but the fund may have a higher concentration in certain sectors based on the manager's view of market trends and opportunities. As of March 23, 2023, the fund had the largest holdings in the technology, healthcare, and consumer discretionary sectors.

The expense ratio for CWS is 0.75%, which is higher than the average expense ratio for U.S. equity ETFs. However, the actively managed nature of the fund may justify the higher cost for investors seeking a concentrated and actively managed equity strategy.

Investors in CWS should be aware that the concentrated nature of the portfolio may result in higher volatility and potential for losses compared to a more diversified fund. As with any investment, it is important to carefully consider one's investment objectives, risk tolerance, and overall portfolio diversification before investing in CWS.

 



 

 

 
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