AdvisorShares Focused Equity ETF
Key Statistics
Historical Performance
Total return including reinvested distributions, from adjusted closing prices.
Price History
Price history is being compiled for this fund.
Top Holdings
Top 25 holdings as of Mar 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →
About CWS
The Fund is an actively managed exchange-traded fund (“ETF”) that 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 American Depositary Receipts (“ADRs”). ADRs are securities traded on a local stock exchange that represent interests in securities issued by a foreign publicly listed company. Under normal circumstances, the Fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities. The investment strategy is expected to result in low turnover with an expected average holding period of at least one year. The investment strategy typically identifies large- and mid-capitalization stocks, although the Fund also may invest in certain small-capitalization or micro-capitalization stocks to a lesser extent and at certain times. The Advisor allocates the Fund’s portfolio investments using a model owned and developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consistency in their financial results and high earnings quality. The model looks for stocks with a strong history of sales and earnings growth or companies that have steadily increased their earnings and dividends for several years. Often, these companies have strong operating histories with dominant position in their respective markets and proven management teams. 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 aim to buy certain out-of-favor stocks believed to be at prices below their intrinsic value, as measured by the model. Typically, on an annual basis, the Advisor will remove only a small number of the securities in the portfolio and replace them with the same number of new securities that better fit the Advisor’s security selection criteria. While the Advisor generally expects to use the model when buying and selling investments, the Advisor has full investment discretion over the Fund’s portfolio.
CWS News
- Why (CWS) Price Action Is Critical for Tactical Trading
- India’s overall unemployment rate falls in July; joblessness rises in urban centres but eases in rural areas
- Discipline and Rules-Based Execution in CWS Response
- Behavioral Patterns of CWS and Institutional Flows
- FDH Electronics Appoints Connector & Wire Services (CWS) as Official Representative for South Africa
- (CWS) Movement Within Algorithmic Entry Frameworks
- RIA Holding Firm Aspen Standard Pens Deal for $1.3B Michigan-Based RIA
- Aspen Standard Wealth Welcomes CWS Financial Advisors to Its Growing RIA Platform
- (CWS) Movement Within Algorithmic Entry Frameworks
- How (CWS) Movements Inform Risk Allocation Models
- UNC baseball pitching meltdown vs Oklahoma at College World Series: What happened?
- How Nick Wesloski, OU baseball's latest freshman phenom, sent Sooners to CWS champ series
Data for CWS is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.