Advisorshares Focused Equity Etf Profile
| CWS Etf | USD 67.29 0.05 0.07% |
Performance0 of 100
| Odds Of DistressLess than 9
|
AdvisorShares Focused is selling for under 67.29 as of the 30th of January 2025; that is 0.07 percent decrease since the beginning of the trading day. The etf's lowest day price was 67.29. AdvisorShares Focused has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 31st of December 2024 and ending today, the 30th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. Advisorshares Focused is traded on NYSEARCA Exchange in the United States. More on AdvisorShares Focused Equity
Moving together with AdvisorShares Etf
| 0.75 | VO | Vanguard Mid Cap | PairCorr |
| 0.77 | IJH | iShares Core SP | PairCorr |
| 0.75 | IWR | iShares Russell Mid | PairCorr |
| 0.77 | MDY | SPDR SP MIDCAP | PairCorr |
Moving against AdvisorShares Etf
AdvisorShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Mid-Cap Blend, AdvisorShares (View all Sectors) |
| Issuer | AdvisorShares |
| Inception Date | 2016-09-20 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 184.38 Million |
| Average Trading Valume | 14,160.3 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | AdvisorShares Investments, LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Dan S. Ahrens |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 28.0 |
| Market Maker | Virtu Financial |
| Total Expense | 1.2 |
| Management Fee | 0.84 |
| Country Name | USA |
| Returns Y T D | 4.44 |
| Name | AdvisorShares Focused Equity ETF |
| Currency Code | USD |
| Open Figi | BBG00DVZRVF5 |
| In Threey Volatility | 19.38 |
| 1y Volatility | 15.0 |
| 200 Day M A | 65.8364 |
| 50 Day M A | 67.9608 |
| Code | CWS |
| Updated At | 30th of January 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.26 |
AdvisorShares Focused Equity [CWS] is traded in USA and was established 2016-09-20. The fund is classified under Mid-Cap Blend category within AdvisorShares family. The entity is thematically classified as Strategy ETFs. AdvisorShares Focused currently have 27.36 M in assets under management (AUM). , while the total return for the last 3 years was 13.0%.
Check AdvisorShares Focused Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on AdvisorShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding AdvisorShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as AdvisorShares Focused Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top AdvisorShares Focused Equity Etf Constituents
| HSY | Hershey Co | Stock | Consumer Staples | |
| MCO | Moodys | Stock | Financials | |
| TREX | Trex Company | Stock | Industrials | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| CHKP | Check Point Software | Stock | Information Technology | |
| CSV | Carriage Services | Stock | Consumer Discretionary | |
| MSFT | Microsoft | Stock | Information Technology | |
| EGBN | Eagle Bancorp | Stock | Financials |
AdvisorShares Focused Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in AdvisorShares Focused. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.02) | |||
| Jensen Alpha | (0.06) | |||
| Total Risk Alpha | (0.11) | |||
| Treynor Ratio | (0.1) |
AdvisorShares Focused Against Markets
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AdvisorShares Focused Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in housing. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
The market value of AdvisorShares Focused is measured differently than its book value, which is the value of AdvisorShares that is recorded on the company's balance sheet. Investors also form their own opinion of AdvisorShares Focused's value that differs from its market value or its book value, called intrinsic value, which is AdvisorShares Focused's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AdvisorShares Focused's market value can be influenced by many factors that don't directly affect AdvisorShares Focused's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AdvisorShares Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if AdvisorShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AdvisorShares Focused's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.