Fair Isaac

Frank's

Miller Industries

HEICO

Amphenol

Aflac

Stryker

Intercontinental Exchange

Moody's

Silgan Hlds

AdvisorShares Focused Equity ETF

CWS is an actively-managed ETF that aims to achieve long-term capital appreciation and outperform the S&P 500 Index by holding a focused group of US-listed stocks using proprietary models.

The AdvisorShares Focused Equity ETF (CWS) actively manages a concentrated portfolio of high-growth, strong-fundamental companies, aiming to outperform the S&P 500. Key holdings include Fair Isaac Corporation, Fiserv, Miller Industries, HEICO Corporation, and Amphenol, emphasizing industrials and financials over tech-heavy growth ETFs. The fund's concentrated approach can lead to significant performance swings but offers potential for high returns, balancing tech-heavy portfolios.

CWS: A Solid Active Fund

CWS is an actively managed investment vehicle based on the Crossing Wall Street "Buy List." Despite five stocks out of 25 replaced earlier this year, CWS' portfolio still comprises expensive, high-quality companies with just average growth characteristics. While I am constructive on CWS, its past performance is hardly persuasive, as the ETF has been chronically lagging IVV since inception, with rare bright spots.

CWS: The Strategy Still Lags The Market

From 2006-2023, The Crossing Wall Street's "Buy List" beat the S&P 500 Index by 130%. In 2016, CWS launched, allowing investors the chance to benefit from the simple 25-stock ETF. But there are two catches. The first is how much CWS's 0.84% expense ratio diminishes returns. The second is how most of this outperformance was isolated to a single year. It's reasonable to question whether Eddy Elfenbein, Crossing Wall Street's founder, can generate alpha moving forward. Since the ETF's launch, it's lagged SPY by 0.73% per year.

CWS: Can Crossing Wall Street's Founder Guide You To 130% Gains Over SPY?

ARK Innovation ETF

JPMorgan BetaBuilders U.S. Mid Cap Equity ETF

ALPS Barron's 400 ETF

Innovator IBD(R) Breakout Opportunities ETF

Pacer US Cash Cows Growth ETF

Invesco S&P Spin-Off ETF

Invesco Zacks Mid-Cap ETF

First Trust Dorsey Wright Momentum & Dividend ETF

The Xtrackers Russell US Multifactor ETF

Global X SuperDividend US ETF

WisdomTree U.S. MidCap Dividend Fund

First Trust Dorsey Wright Momentum & Value ETF

Invesco Russell 1000 Equal Weight ETF

Amplify Etho Climate Leadership US ETF

WisdomTree U.S. MidCap Earnings Fund

First Trust Multi Cap Value AlphaDEX Fund

FstTr ET AlDex Shs Multi Cap Growth AlphaDEX Fund

Innovator IBD 50 ETF

Franklin U.S. Mid Cap Multifactor Index ETF

First Trust Mid Cap Core AlphaDEX Fund

First Trust Mid Cap Growth AlphaDEX Fund

iShares Focused Value Factor ETF

US equities, as measured by the S&P 500 Index, have performed strongly so far in 2023.

Why Now For U.S. Equity Income?

CWS offers a unique, concentrated take on U.S.-listed equities; the strategy is essentially a variant of the buy-and-hold philosophy. CWS has a solid assemblage of high-quality stocks, sporting an adequate earnings yield; growth exposure is acceptable but hardly spectacular. CWS has underperformed the S&P 500 since the previous note, with MLR solidly contributing to its return and SCL significantly detracting from it.

CWS: I Am Still Unimpressed By This Active Strategy

CWS is a small, largely-ignored active ETF that should get more attention. So I'm writing about it. Active ETFs are still emerging. What I like about this one is its focused, 25-stock portfolio and risk-management approach.

CWS: An Active ETF That Flies Under The Radar, But Shouldn't

CWS is an actively managed fund pursuing market-beating returns focusing on a small basket of top-quality U.S. equities, with only 25 stocks in the current version of the portfolio. One of CWS' goals is to minimize portfolio turnover.

CWS: Actively-Managed ETF With A Few Issues Under The Hood

AdvisorShares DWA FSM All Cap World ETF

AdvisorShares Dorsey Wright Micro-Cap ETF

Investment strategies based on the expertise of Nasdaq Dorsey Wright and Crossing Wall Street's Eddy Elfenbein recognized for their risk-adjusted returns. BETHESDA, Md.

AdvisorShares ETFs Earn Five-Star & Four-Star Morningstar Ratings™

This large-cap equity ETF hits a new 52-week high. Are more gains in store for this ETF?

Large-Cap Equity ETF (CWS) Hits New 52-Week High

Investment strategy is based on the Crossing Wall Street "Buy List" published by Eddy Elfenbein BETHESDA, Md. , Nov. 22, 2022 /PRNewswire/ -- AdvisorShares announced that the AdvisorShares Focused Equity ETF (Ticker: CWS) has received a Five-Star Morningstar Rating™.

AdvisorShares Focused Equity ETF (Ticker: CWS) Earns 5-Star Morningstar Rating™

Abbott Labs

Becton, Dickinson and Co.

Eagle Bancorp

Globe Life Inc

Hormel Foods

RPM International

Thermo Fisher Scientific

Zoetis

Welcome to Alpha Trader. We have a special double bill today in honor of wildcard weekend coming up on the show. Eddy Elfenbein of Crossing Wall Street giving us his top five new stocks for 2021. But first we are pleased to welcome back to the show, Ryan Detrick. He is Chief Market Strategist for LPL Financial. Ryan, welcome back to Alpha Trader.

The 2021 Market Outlook And Some New Stock Picks - Ryan Detrick And Eddy Elfenbein Join Alpha Trader (Podcast Transcript)

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with LPL Financial's Ryan Detrick and Eddy Elfenbein, editor of the Crossing Wall Street blog and portfolio manager of the AdvisorShares Focused Equity ETF (CWS).

The 2021 Market Outlook And Some New Stock Picks - Ryan Detrick And Eddy Elfenbein Join Alpha Trader

AdvisorShares Focused Equity ETF: High Fees And Mediocre Performance

News for AdvisorShares Focused Equity ETF ETF (CWS)