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ETFs

AdvisorShares Focused Equity ETF

CWS
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 20 2016
Expense Ratio
0.65%
Type
US Equities
Fund Owner
Advisor Shares
Volume (1m avg. daily)
$585,246
AUM
$62,218,200
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
Yes
Prospectus
View

Top 10 Holdings

TREX
TREX Co., Inc.
5.15%
MLR
Miller Industries Inc.
5.05%
FICO
Fair, Isaac Corp.
4.57%
MCO
Moody`s Corp.
4.41%
PII
Polaris Inc
4.29%
FI
Fiserv, Inc.
4.25%
SYK
Stryker Corp.
4.20%
BR
Broadridge Financial Solutions, Inc.
4.19%
CE
Celanese Corp - Ordinary Shares - Series A
4.08%
HSY
Hershey Company
4.07%
Invest with CWS

What is CWS?

The AdvisorShares Focused Equity ETF (NYSE Arca: CWS) seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes. The Advisor may use a variety of methods for security selection and will seek to focus on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality. The Advisor may look for stocks with a strong history of sales and earnings growth, or companies that have steadily increased their earnings and dividends for several years. In addition, the Advisor may invest the Fund s assets in lesser-known companies that the Advisor believes have a unique opportunity for growth. At times, the Advisor may buy certain out-of-favor stocks believed to be priced below their intrinsic value, as measured by the Advisor. Additionally, the Advisor aims to keep the portfolio turnover low.

ETFs related toCWS

ETFs correlated to CWS include PHO, ONEV, FIW

CWS
Advisorshares Trust - AdvisorShares Focused Equity ETF
PHO
Invesco Capital Management LLC - Invesco Water Resources ETF
ONEV
SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF
FIW
First Trust Exchange-Traded Fund III - First Trust Water ETF
NOBL
ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
CFA
Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
IYJ
BlackRock Institutional Trust Company N.A. - iShares U.S. Industrials ETF
DEF
Invesco Capital Management LLC - Invesco Defensive Equity ETF
RSP
Invesco Capital Management LLC - Invesco S&P 500 Equal Weight ETF
TDVG
T. Rowe Price ExchangeTraded Funds Inc - T. Rowe Price Dividend Growth ETF
FLQM
Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toCWS

#CV

Controlling for Volatility

Category

Getting Defensive, Worried about Inflation?

Risk Rating

Moderate

#SD

Smarter Dividends

Category

Composer's Picks, Investing for the Long-Term

Risk Rating

Moderate

Create your own algorithmic trading strategy with CWS using Composer

FAQ

CWS is a US Equities ETF. The AdvisorShares Focused Equity ETF (NYSE Arca: CWS) seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes. The Advisor may use a variety of methods for security selection and will seek to focus on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality. The Advisor may look for stocks with a strong history of sales and earnings growth, or companies that have steadily increased their earnings and dividends for several years. In addition, the Advisor may invest the Fund s assets in lesser-known companies that the Advisor believes have a unique opportunity for growth. At times, the Advisor may buy certain out-of-favor stocks believed to be priced below their intrinsic value, as measured by the Advisor. Additionally, the Advisor aims to keep the portfolio turnover low.

Yes, CWS is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, CWS is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on CWS is 0.013%. This is the percent change in the value of CWS over the most recent 1-month period. The 3-month return on CWS is 0.0568%. This is the percent change in the value of CWS over the most recent 3-month period.

The standard deviation of CWS for the past year is 0.197%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to CWS include FDL, VIG, and VYM.

ETFs correlated to CWS include PHO, ONEV, and FIW.

ETFs that are inversely correlated to CWS include SDS, SPXS, and SPXU.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.