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CWSAdvisorShares Focused Equity ETF

Grow my money#1503 of 2944 for Grow my money

Seeks long-term capital appreciation.

AdvisorShares · Since 2016 (9 years)

Annual Cost

0.65%

#3117 out of 5,332 ETFs

Fund Size

$154M

#2333 out of 5,332 ETFs

Dividend Yield

0.32%

Track Record

9 years

#1498 out of 5,332 ETFs

Performance

1 Year

+5.2%

3 Years

+11.8%

5 Years

+7.9%

What's inside

Asset class
Strategy
active selection
Cap
multi cap

Asset allocation

Stocks
99.5%
Bonds
0.5%

Sector breakdown

Healthcare
27.7%
Technology
19.3%
Industrials
19.0%
Consumer Cyclical
14.3%
Financial Services
11.1%
Utilities
4.4%
Consumer Defensive
4.2%

Top holdings

Comfort Systems USA IncFIX6.2%
Casey's General Stores IncCASY5.5%
IES Holdings IncIESC5.1%
Allison Transmission Holdings IncALSN5.0%
McKesson CorpMCK4.5%
American Water Works Co IncAWK4.4%
Sprouts Farmers Market IncSFM4.1%
Henry Schein IncHSIC4.1%
Intercontinental Exchange IncICE4.1%
Mueller Industries IncMLI4.0%

Risk profile

Volatility (1Y)

13.4%

Moderate

Max drawdown

-33.8%

Worst peak-to-trough loss

Sharpe (3Y)

0.61

Decent risk-adjusted returns

Sortino (3Y)

0.89

Moderate downside risk

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Data updated on 2026-05-05