— Know what they know.
Not Investment Advice

CWS

AdvisorShares Focused Equity ETF
1W: -2.1% 1M: -3.2% 3M: -3.4% YTD: -3.9% 1Y: -3.5% 3Y: +33.0% 5Y: +43.4%
$67.20
+1.07 (+1.62%)
 
Weekly Expected Move ±1.7%
$65 $66 $67 $68 $69
ETF AMEX · AUM $155.5M
Key Statistics
AUM$156M
Holdings26
Top 10 Wt50.4%
Volume5,283
Avg Volume13,804
Beta0.96
Portfolio Fundamentals
P/E26.7
P/B6.1
Div Yield0.81%
ROE24.0%
% Profitable86%
Inception2016-09-21
Sector Allocation
Healthcare 24.4%
Industrials 23.3%
Technology 18.6%
Consumer Cyclical 14.4%
Financial Services 10.7%
Consumer Defensive 4.6%
+2 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 COMFORT SYSTEMS USA INC FIX 8.05% $10.9M 5,919
2 IES HOLDINGS INC IESC 6.78% $9.1M 13,950
3 CASEY'S GENERAL STORES INC CASY 6.25% $8.4M 9,896
4 MUELLER INDUSTRIES INC MLI 4.70% $6.3M 47,335
5 SPROUTS FARMERS MARKET INC SFM 4.60% $6.2M 70,124
6 ALLISON TRANSMISSION HOLDING ALSN 4.48% $6.0M 55,718
7 HENRY SCHEIN INC HSIC 3.96% $5.3M 72,935
8 SCIENCE APPLICATIONS INTE SAIC 3.89% $5.2M 54,377
9 INTERCONTINENTAL EXCHANGE IN ICE 3.84% $5.2M 34,121
10 AMERICAN WATER WORKS CO INC AWK 3.83% $5.2M 42,211

Recent Holding Changes

Date Holding Change Details
2026-05-22 ABT Changed 45466 → 44586
2026-05-22 BR Changed 24909 → 24429
2026-05-22 HEI Changed 17136 → 16808
2026-05-22 ADBE Changed 16122 → 15810
2026-05-22 INTU Changed 8445 → 8285

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms