CWS

Investor Moves

Name	Value	Action	Change	Price	Current Price
Ken GriffinCitadel Advisors $-296.9K ExitQ1 2025 $297k -- $67.84
Ken GriffinCitadel Advisors $-296.9K ExitQ1 2025 $297k -- $67.84

Trade CWS

About AdvisorShares Focused Equity ETF

The AdvisorShares Focused Equity ETF (CWS) is designed to enhance broad market index investments by actively sidestepping financially vulnerable companies typically included in such indices. Its strategy prioritizes investing exclusively in businesses recognized as top-tier performers in their sectors. Emphasizing a long-term outlook, CWS adopts a buy-and-hold approach, resulting in minimal portfolio turnover; trades are executed only when necessary, and holdings are maintained for extended periods. This enduring investment philosophy is believed to be optimal for navigating market volatility. The fund also features a distinctive "fulcrum" fee arrangement, where the Portfolio Strategist's compensation is directly linked to performance: exceptional results lead to increased management fees, while suboptimal performance results in a reduction. CWS employs a rigorous strategy focused on generating superior returns, offering investors a straightforward path to gain exposure to a concentrated portfolio of carefully selected, outstanding companies, each boasting demonstrable competitive advantages.

IPO Date: Sep 21, 2016

Market Data

Open: $67.31
High: $67.46
Low: $67.11
Volume: 2.1K
Avg Volume: 14.1K
52W High: $72.08
52W Low: $63.09

Valuation

Market Cap: $133M
Dividend Yield: 21.0%

Financials

Financial statement snapshot is not available yet.

Events

DividendDec 22

$0.21