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AdvisorShares Focused Equity ETF
CWS

$68.27
0.36%

Market Cap: $171M

0
Funds holding %
of 6,728 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

26% more capital invested

Capital invested by funds: $30M [Q1] → $37.8M (+$7.76M) [Q2]

25% more funds holding

Funds holding: 32 [Q1] → 40 (+8) [Q2]

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

4.06% more ownership

Funds ownership: 20.42% [Q1] → 24.49% (+4.06%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for CWS.

See Analyst Rankings

Financial journalist opinion

Negative
Seeking Alpha
5 months 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.
CWS: The Strategy Still Lags The Market
Positive
Seeking Alpha
7 months 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.
CWS: Can Crossing Wall Street's Founder Guide You To 130% Gains Over SPY?
Neutral
Seeking Alpha
9 months 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.
Why Now For U.S. Equity Income?
See News Rankings