AdvisorShares Focused Equity ETFCWS
CWS
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 47 [Q4 2024] → 48 (+1) [Q1 2025]
0.57% more ownership
Funds ownership: 30.77% [Q4 2024] → 31.35% (+0.57%) [Q1 2025]
88% less capital invested
Capital invested by funds: $454M [Q4 2024] → $55.3M (-$398M) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for CWS.
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
CWS: A Quality ETF Trading At A Premium
CWS offers a concentrated, high-quality mid- and large-cap portfolio with a strong tilt toward technology, healthcare, and industrials, but trades at a premium valuation. The fund's historical returns are only slightly ahead of the benchmark and lag top-performing peers, despite strong profitability and moderate risk metrics. CWS faces notable drawbacks, including high expense ratio and wide bid-ask spreads, making it less attractive versus lower-cost, more efficient alternatives.
Neutral
Investors Business Daily
1 month ago
Best ETFs Provider AdvisorShares Finds Opportunity In Offbeat Spots
Geopolitical tensions are high and the economy's outlook is uncertain — presenting investors even with the best ETFs with challenges.
Positive
Seeking Alpha
3 months ago
CWS: Returns Disappoint Despite High-Quality Portfolio, A Hold
CWS is an actively managed vehicle with a high-conviction, quality-centered strategy at its crux. CWS has 25 equities in the portfolio, with most of the net assets allocated to industrials. Since April 2024, its growth and quality characteristics have improved. CWS has significantly underperformed the S&P 500 since my April 2024 article. Since inception, its returns have also been mostly unconvincing.
Positive
Seeking Alpha
6 months ago
CWS: A Solid Active Fund
The AdvisorShares Focused Equity ETF (CWS) actively manages a concentrated portfolio of high-growth, strong-fundamental companies, aiming to outperform the S&P 500. Key holdings include Fair Isaac Corporation, Fiserv, Miller Industries, HEICO Corporation, and Amphenol, emphasizing industrials and financials over tech-heavy growth ETFs. The fund's concentrated approach can lead to significant performance swings but offers potential for high returns, balancing tech-heavy portfolios.
Negative
Seeking Alpha
1 year ago
CWS: The Strategy Still Lags The Market
CWS is an actively managed investment vehicle based on the Crossing Wall Street "Buy List." Despite five stocks out of 25 replaced earlier this year, CWS' portfolio still comprises expensive, high-quality companies with just average growth characteristics. While I am constructive on CWS, its past performance is hardly persuasive, as the ETF has been chronically lagging IVV since inception, with rare bright spots.
Positive
Seeking Alpha
1 year ago
CWS: Can Crossing Wall Street's Founder Guide You To 130% Gains Over SPY?
From 2006-2023, The Crossing Wall Street's "Buy List" beat the S&P 500 Index by 130%. In 2016, CWS launched, allowing investors the chance to benefit from the simple 25-stock ETF. But there are two catches. The first is how much CWS's 0.84% expense ratio diminishes returns. The second is how most of this outperformance was isolated to a single year. It's reasonable to question whether Eddy Elfenbein, Crossing Wall Street's founder, can generate alpha moving forward. Since the ETF's launch, it's lagged SPY by 0.73% per year.
Neutral
Seeking Alpha
1 year ago
Why Now For U.S. Equity Income?
US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.
Charts implemented using Lightweight Charts™