CWS
AdvisorShares Focused Equity ETF
📎 Investment Objective
The AdvisorShares Focused Equity ETF (CWS) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's portfolio managers believe have the potential for significant growth.
Overview
ETF tracking AdvisorShares Focused Equity ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The AdvisorShares Focused Equity ETF (CWS) seeks to provide long-term capital appreciation by investing in a concentrated portfolio of U.S. equities that the fund's portfolio managers believe have the potential for significant growth.
🎯 Investment Strategy
The fund employs a fundamental, bottom-up investment approach to identify high-quality companies with strong competitive positions, attractive growth prospects, and reasonable valuations. The portfolio is typically concentrated in 20-30 individual stocks across sectors.
✨ Key Features
- Actively managed portfolio of U.S. large-cap stocks
- Concentrated portfolio of 20-30 holdings
- Emphasis on identifying companies with strong growth potential
- Relatively high-risk, high-potential-return strategy
⚠️ Primary Risks
- Concentration risk due to the fund's focused portfolio
- Potential for higher volatility compared to broader market indexes
- Reliance on the portfolio managers' stock selection abilities
- Lack of performance history for this newly launched ETF
👤 Best For
The AdvisorShares Focused Equity ETF may be suitable for investors with a long-term investment horizon and a higher risk tolerance who are seeking exposure to a concentrated portfolio of U.S. equities with the potential for significant capital appreciation.