Advisorshares Focused Equity Etf Profile
| CWS Etf | USD 59.74 0.16 0.27% |
Performance2 of 100
| Odds Of DistressLess than 9
|
AdvisorShares Focused is selling for under 59.74 as of the 18th of April 2024; that is -0.27 percent down since the beginning of the trading day. The etf's lowest day price was 59.61. AdvisorShares Focused has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 days. Equity ratings for AdvisorShares Focused Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of May 2023 and ending today, the 18th of April 2024. Click here to learn more.
The fund 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 ADRs. Advisorshares Focused is traded on NYSEARCA Exchange in the United States. More on AdvisorShares Focused Equity
Moving together with AdvisorShares Etf
| 0.95 | VO | Vanguard Mid Cap | PairCorr |
| 0.96 | VXF | Vanguard Extended Market | PairCorr |
| 0.92 | IJH | iShares Core SP Sell-off Trend | PairCorr |
| 0.96 | IWR | iShares Russell Mid Sell-off Trend | PairCorr |
| 0.92 | MDY | SPDR SP MIDCAP | PairCorr |
| 0.95 | FV | First Trust Dorsey | PairCorr |
| 0.94 | IVOO | Vanguard SP Mid | PairCorr |
Moving against AdvisorShares Etf
| 0.55 | AMPD | Tidal Trust II | PairCorr |
AdvisorShares Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. AdvisorShares Focused's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding AdvisorShares Focused or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Ideas | (View all Themes) |
| Business Concentration | Strategy ETFs, Broad Equity ETFs, Mid-Cap Blend, AdvisorShares (View all Sectors) |
| Issuer | AdvisorShares |
| Inception Date | 2016-09-20 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 141.8 Million |
| Average Trading Valume | 12,713.3 |
| Asset Type | Equity |
| Category | Broad Equity |
| Focus | Strategy |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | The Bank of New York Mellon Corporation |
| Advisor | AdvisorShares Investments, LLC |
| Custodian | The Bank of New York Mellon Corporation |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Dan S. Ahrens |
| Transfer Agent | The Bank of New York Mellon Corporation |
| Fiscal Year End | 30-Jun |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 28.0 |
| Market Maker | Virtu Financial |
| Total Expense | 1.09 |
| Management Fee | 0.65 |
| Country Name | USA |
| Returns Y T D | 0.98 |
| Name | AdvisorShares Focused Equity ETF |
| Currency Code | USD |
| Open Figi | BBG00DVZRVF5 |
| In Threey Volatility | 18.89 |
| 1y Volatility | 19.26 |
| 200 Day M A | 56.5957 |
| 50 Day M A | 61.8027 |
| Code | CWS |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.58 |
AdvisorShares Focused Equity [CWS] is traded in USA and was established 2016-09-20. The fund is classified under Mid-Cap Blend category within AdvisorShares family. The entity is thematically classified as Strategy ETFs. AdvisorShares Focused currently have 27.36 M in assets under management (AUM). , while the total return for the last 3 years was 8.8%.
Check AdvisorShares Focused Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on AdvisorShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding AdvisorShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as AdvisorShares Focused Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top AdvisorShares Focused Equity Etf Constituents
| SJM | JM Smucker | Stock | Consumer Staples |
| RPM | RPM International | Stock | Materials |
| HSY | Hershey Co | Stock | Consumer Staples |
| DHR | Danaher | Stock | Health Care |
| FISV | Fiserv Inc | Stock | Information Technology |
| SHW | Sherwin Williams Co | Stock | Materials |
| ZTS | Zoetis Inc | Stock | Health Care |
AdvisorShares Focused Target Price Odds Analysis
Attributed to a normal probability distribution, the odds of AdvisorShares Focused jumping above the current price in 90 days from now is about 87.86%. The AdvisorShares Focused Equity probability density function shows the probability of AdvisorShares Focused etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon AdvisorShares Focused has a beta of 0.9529 suggesting AdvisorShares Focused Equity market returns are related to returns on the market. As the market goes up or down, AdvisorShares Focused is expected to follow. Additionally, advisorShares Focused Equity has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of AdvisorShares Focused to move above the current price in 90 days from now is about 87.86 (This AdvisorShares Focused Equity probability density function shows the probability of AdvisorShares Etf to fall within a particular range of prices over 90 days) .
AdvisorShares Focused Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. AdvisorShares Focused market risk premium is the additional return an investor will receive from holding AdvisorShares Focused long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in AdvisorShares Focused. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although AdvisorShares Focused's alpha and beta are two of the key measurements used to evaluate AdvisorShares Focused's performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.0286 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.03) |
AdvisorShares Focused Against Markets
Picking the right benchmark for AdvisorShares Focused etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in AdvisorShares Focused etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for AdvisorShares Focused is critical whether you are bullish or bearish towards AdvisorShares Focused Equity at a given time. Please also check how AdvisorShares Focused's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in AdvisorShares Focused without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
How to buy AdvisorShares Etf?
Before investing in AdvisorShares Focused, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in AdvisorShares Focused. To buy AdvisorShares Focused etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of AdvisorShares Focused. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase AdvisorShares Focused etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located AdvisorShares Focused Equity etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased AdvisorShares Focused Equity etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as AdvisorShares Focused Equity, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy AdvisorShares Etf please use our How to Invest in AdvisorShares Focused guide.
Already Invested in AdvisorShares Focused Equity?
The danger of trading AdvisorShares Focused Equity is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of AdvisorShares Focused is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than AdvisorShares Focused. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile AdvisorShares Focused is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether AdvisorShares Focused is a strong investment it is important to analyze AdvisorShares Focused's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact AdvisorShares Focused's future performance. For an informed investment choice regarding AdvisorShares Etf, refer to the following important reports: Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in AdvisorShares Focused Equity. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in housing. You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.
The market value of AdvisorShares Focused is measured differently than its book value, which is the value of AdvisorShares that is recorded on the company's balance sheet. Investors also form their own opinion of AdvisorShares Focused's value that differs from its market value or its book value, called intrinsic value, which is AdvisorShares Focused's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because AdvisorShares Focused's market value can be influenced by many factors that don't directly affect AdvisorShares Focused's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between AdvisorShares Focused's value and its price as these two are different measures arrived at by different means. Investors typically determine if AdvisorShares Focused is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, AdvisorShares Focused's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.