CWS vs. WBIL ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to WBI Large Cap Tactical Select Shares (WBIL)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$68.37
Average Daily Volume
9,531
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
WBIL
WBI Large Cap Tactical Select Shares
WBIL Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$33.97
Average Daily Volume
897
Number of Holdings
*
26
* may have additional holdings in another (foreign) market
Performance
| Period | CWS | WBIL |
|---|---|---|
| 30 Days | 1.17% | -1.44% |
| 60 Days | 4.86% | 4.28% |
| 90 Days | 9.93% | 1.48% |
| 12 Months | 32.40% | 18.71% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CWS | Weight in WBIL | Overlap | |
|---|---|---|---|---|---|
| INTU | F | 3.6% | 3.77% | 3.6% |
CWS Overweight 22 Positions Relative to WBIL
CWS Underweight 25 Positions Relative to WBIL
| Symbol | Grade | Weight | |
|---|---|---|---|
| BX | C | -5.04% | |
| ADP | A | -5.01% | |
| PGR | C | -4.84% | |
| LII | C | -4.72% | |
| WRB | B | -4.66% | |
| ALNY | B | -4.64% | |
| MSI | A | -4.59% | |
| MELI | C | -4.57% | |
| TMUS | A | -4.49% | |
| CI | C | -4.37% | |
| SHW | B | -4.16% | |
| CDW | D | -4.07% | |
| ZTS | B | -3.97% | |
| PANW | D | -3.96% | |
| AAPL | C | -3.93% | |
| BDX | B | -3.88% | |
| DECK | C | -3.85% | |
| PEP | D | -3.81% | |
| ADBE | F | -3.59% | |
| THG | A | -3.55% | |
| QCOM | D | -3.16% | |
| LRCX | F | -2.82% | |
| ACGL | A | -1.87% | |
| YUMC | C | -1.06% | |
| DHI | B | -0.89% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Utilities - Regulated Water
WBIL: Top Represented Industries & Keywords
Industries:
Insurance - Property & Casualty
Software - Application
Asset Management
Beverages - Soft Drinks
Biotechnology
Business Services
Communication Equipment
Consumer Electronics
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Footwear & Accessories
Health Care Plans
Information Technology Services
Insurance - Diversified
Medical Instruments & Supplies
Residential Construction
Restaurants
Semiconductor Equipment & Materials
Semiconductors
Specialty Chemicals
Keywords:
S&P 500
Nasdaq 100
Insurance
Casualty Insurance
Computing
Insurance Coverage
Smartphones
Accident Insurance
Accident Insurance Products
Biotechnology
Casualty Insurance Coverage
Communications Network
Digital Marketing
Disability
E Commerce
E-Commerce
General Insurance
Insurance Broker
Insurance Products
Insurance Programs
Compare ETFs
