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The AdvisorShares Focused Equity ETF (CWS) is based on Crossing Wall Street's annual "Buy List" made popular by well-known markets expert Eddy Elfenbein, who is also the portfolio strategist of this actively managed ETF. CWS aims to deliver a high-quality, concentrated portfolio of 25 securities and can provide a complement to a broad-based equity allocation.
NEW YEAR | NEW STOCKS
At the start of each year, CWS rebalances its portfolio to an equally weighted basis while also adding five new stocks and removing five existing stocks. Here are the 2026 changes:
| ADDED to CWS | SOLD from CWS | |
| Casey’s General Stores (CASY) | Fiserv (FISV) | |
| Comfort Systems USA (FIX) | McGrath RentCorp (MGRC) | |
| McKesson (MCK) | Miller Industries (MLR) | |
| ResMed (RMD) | Otis Worldwide (OTIS) | |
| Sprouts Farmers Market (SFM | Silgan (SLGN) |
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 shareholders. Additionally, this ETF features a fulcrum fee, which means the portfolio strategist's incentive is tied directly to the strategy's performance.
CLICK HERE to learn more about CWS and see it's complete holdings.
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— For Institutional Investor Use Only. Not for Public Distribution —
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| Before investing you should carefully consider the Fund’s investment objectives, risks, charges and expenses. This and other information is in the prospectus and summary 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. AIL-857889-2025-12-29 |