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DWAWAdvisorShares Dorsey Wright FSM All Cap World ETF

Diversifier6y track recordRanked #201 of 266 in this goal

Seeks long-term capital appreciation with capital preservation as a secondary objective.

By AdvisorShares · Launched 2019

Annual Cost

1.23%

#5,489 of 5,854 · expensive

Fund Size

$94M

#3,056 of 5,854 · mid-size

Return (1Y)Goal

+20.9%

Track Record

6 years

#1,989 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,102+21.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 7 holdings = 110.4% of funddiversified through underlying funds

iShares Trust
20.3%
iShares Trust
20.2%
iShares Trust
19.9%
iShares Trust
19.8%
Ishares Inc
19.7%
DREY INST PREF GOV MM-MDSVXX
10.3%
BLACKROCK TREASURY TRUST
0.3%

Asset allocation

Stocks
98.3%
Bonds
1.1%
Cash
0.5%
Other
0.1%

By sector

Technology
32.6%
Financial Services
18.4%
Industrials
10.9%
Healthcare
7.7%
Consumer Cyclical
7.5%
Communication
6.3%
Energy
4.3%
Basic Materials
4.3%
Other
8.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
17.3%Moderate

Year-on-year price swings

Max drawdown
-31.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.01Good downside protection

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Seeks long-term capital appreciation with capital preservation as a secondary objective.
Strategy
Actively manages a fund of funds primarily investing in domestic and foreign equity securities of any capitalization, including emerging markets. Allocates to Defensive Investments during periods of broad equity weakness and cash strength, using a proprietary ranking model to guide investment decisions.
Inception date
December 26, 2019
Fund family
AdvisorShares

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Data updated on 2026-08-04