Happy Birthday to CWS!!

Last Friday, our ETF turned two years old. The AdvisorShares Focused Equity ETF (CWS) started trading on September 21, 2016.

The fund is specially designed to track our Buy List step-for-step. I want to thank everyone for their support.

I’m happy to say that the ETF has been a very strong performer, and we recently hit another record high. CWS started at $25 per share, and we’ve been as high as $34.55 per share.

CWS Two-Year Chart (through 9/21/2018)

Source: MarketWatch. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. For the most recent month end performance and standardized performance, click https://www.advisorshares.com/fund/cws.

CWS has also outperformed the S&P 500 for the trailing 12 months. The ETF now has over $15 million of assets under management. If you want to learn more, here’s a clip of me discussing the fund on CNBC.

CWS is a convenient way to buy our entire Buy List. Best of all, it’s the first ETF to institute a fulcrum fee. That means if we beat the S&P 500, I get a bonus. But if we fail short of the market, then you get a savings. I think this is the future of investing.

This has been an amazing two years. I hope you’re able to join us. If you have any questions regarding the ETF, you can reach our customer service team at 877-843-3831, as well as get more information by visiting cws.advisorshares.com.

Thanks! – Eddy

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 www.AdvisorShares.com. 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.

Shares are bought and sold at market price not net asset value (NAV) and are not individually redeemed from the Fund. Market price returns are based on the midpoint of the bid/ask spread at 4:00 pm Eastern Time (when NAV is normally determined) and do not represent the return you would receive if you traded at other times.

Posted by on September 28th, 2018 at 10:35 am


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.