Seeing Stars with CWS
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The AdvisorShares Focused Equity ETF (ticker: CWS) is advised by Eddy Elfenbein and based on his popular Crossing Wall Street "Buy List," which has a decade-plus history.
CWS applies a buy-and-hold strategy: it invests in the stocks of well-run companies that have a history of marketplace dominance, rising sales and earnings, reasonable value, and a record of rising dividends.
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Overall Morningstar Rating
Mid-Cap Growth
As of 9/30/2022, the Fund had the following Morningstar ratings: 5 stars out of 532 funds, 4 stars out of 532 fund, and 5 stars out of 491 funds for the overall, 3-year, and 5-year periods respectively. Past performance is not indicative of future returns.
While Elfenbein's "Buy List" is publicly available to execute on your own, CWS provides operational and tax efficiencies, reducing underlying trading costs, aiming to eliminate annual capital gains distributions, and offering low turnover for its shareholder. Additionally, this ETF features a fulcrum fee, which means the portfolio manager's incentive is tied directly to the strategy's performance.
CWS Offers Investors:
Concentrated, low turnover portfolio
Bottom-up, fundamental security selection
Disciplined and patient approach
Fulcrum fee based on performance
Regular commentary from the portfolio strategist reviewing the markets and the fund's performance.
Click above image to hear from Eddy Elfenbein
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to an ADVISORSHARES Portfolio Manager or Investment Consultant.
An Investment Consultant can be reached at 1.877.843.3831 to discuss our actively managed ETF offerings.
We are able to assist with special order handling to ensure that you receive the best trading execution.
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ADVISORSHARES |  1.877.843.3831 | | Electronic mail policy
– For Institutional Investors Use Only. Not For Use with the Retail Public. –
Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus, a copy of which may be obtained by visiting the Fund’s website at Please read the prospectus carefully before you invest. Foreside Fund Services, LLC, distributor.
There is no guarantee that the Fund will achieve its investment objective. An investment in the Fund is subject to risk, including the possible loss of principal amount invested. The prices of equity securities rise and fall daily. These price movements may result from factors affecting individual issuers, industries or the stock market as a whole. Shares of the Fund may trade above or below their net asset value (“NAV”). The trading price of the Fund’s shares may deviate significantly from their NAV during periods of market volatility. There can be no assurance that an active trading market for the Fund’s shares will develop or be maintained. In addition, equity markets tend to move in cycles which may cause stock prices to fall over short or extended periods of time. Other Fund risks include market risk, liquidity risk, large cap, mid cap, and small cap risk. Please see prospectus for details regarding risk.
The Morningstar Rating™ for funds, or "star rating," is calculated for managed products with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three- and five-year Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns.

©2022 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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