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CWS
+0.63 · +0.92%
$69.39 · NYSE ARCA

AdvisorShares Focused Equity ETF (CWS) ETF Analysis | Mid-Cap Blend

AdvisorShares · United States
AUM:$173.3M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

CWS returned +2.5% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.84% — above average for this category.

What is CWS?

The fund seeks to achieve its investment objective by investing primarily in a focused group of U. exchange listed equity securities, including common and preferred stock and ADRs.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Modest 1-Year Return
CWS returned 2.5% over the past year.
Higher Cost Profile
Expense ratio of 0.84% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 47.4% of the ETF — a moderate level of name concentration.
ETF Information
AUM$173.3M
Expense Ratio0.84%
Dividend Yield0.31%
Holdings25
Inception DateSept 2016
DomicileUnited States
DistributionNA
Index–
ProviderAdvisorShares
Beta1.03
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+3.3%
1Y
+4.2%
3Y
+32.2%
5Y
+50.8%
OpenBook InsightIf you had invested £10,000 in CWS 5 years ago, it would have grown to £15,078 — a gain of £5,078.

Annual Returns

Calendar year performance

CWS delivered positive returns in 4 of the last 5 calendar years.
YearCWS
2026 YTD+4.8%
2025+6.5%
2024+10.8%
2023+24.7%
2022-8.8%
CAGR 4yr+7.6%
4/5 positive yearsAvg return: +7.6%Worst year: -8.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
10.2%
Low
Momentum
+5.1%
30-day change
Support Level
71.60
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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