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Capitol Series Trust (CWC)CWC

Upturn stock ratingUpturn stock rating
Capitol Series Trust
$26.86
Delayed price
PASS
upturn advisory
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss ​
  • PASS (Skip invest)*​ ​
Upturn Stock price based out of last closeUpturn Stock price based out of last close Stock price based out of last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK
Time period over

Upturn Advisory Summary

09/17/2024: CWC (1-star) is currently NOT-A-BUY. Pass it for now.

Analysis of Past Upturns

Type: ETF
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
Today’s Advisory: PASS
Profit: 54.27%
Upturn Advisory Performance Upturn Advisory Performance4
Avg. Invested days: 79
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
ETF Returns Performance Upturn Returns Performance 5
Last Close 09/17/2024
Type: ETF
Today’s Advisory: PASS
Profit: 54.27%
Avg. Invested days: 79
Upturn Star Rating​ Upturn stock ratingUpturn stock rating
ETF Returns Performance Upturn Returns Performance 5
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/17/2024
Upturn Advisory Performance Upturn Advisory Performance4

Key Highlights

Volume (30-day avg) 6075
Beta -
52 Weeks Range 17.27 - 28.11
Updated Date 04/14/2024
52 Weeks Range 17.27 - 28.11
Updated Date 04/14/2024

AI Summarization

ETF Capitol Series Trust Summary

Profile:

ETF Capitol Series Trust is an exchange-traded fund (ETF) offering investors exposure to an actively managed portfolio of U.S. equity securities with a focus on capital appreciation. The ETF primarily invests in common stocks listed on U.S. exchanges and aims to potentially outperform broader indices like the S&P 500.

Objective:

The objective of ETF Capitol Series Trust is to maximize total return, primarily through growth and capital appreciation.

Issuer:

Capitol Series Trust: Information about Capitol Series Trust's reputation and the experience of their management team could not be found.

Market Share:

Unfortunately, due to limited information and data, the market share for ETF Capitol Series Trust within its specific sector could not be determined.

Total Net Assets:

Information on the ETF's total net assets under management wasn't available during my research.

Moat:

Specific details regarding the ETF's potential competitive advantages like unique strategies or management expertise couldn't be located. This information is crucial for fully assessing the ETF's competitive edge.

Financial Performance:

Historical financial performance data and benchmark comparisons for ETF Capitol Series Trust are missing from publicly available resources. Therefore, an accurate assessment of its track record and effectiveness compared to relevant benchmarks cannot be provided.

Growth Trajectory:

Due to limitations in data availability, identifying trends and the growth trajectory of ETF Capitol Series Trust is not currently possible.

Liquidity:

Information on the average trading volume and bid-ask spread for ETF Capitol Series Trust couldn't be located. This data is critical for gauging the ETF's liquidity and trading costs.

Market Dynamics:

Analysing factors affecting the ETF's market environment like economic indicators, and sector growth potential is currently not feasible due to a lack of information.

Competitors:

A comprehensive list of key competitors alongside their stock symbols and market share percentages could not be retrieved.

Expense Ratio:

The expense ratio of ETF Capitol Series Trust, including management fees and operational costs, could not be determined.

Investment Approach and Strategy:

Details regarding the ETF's specific strategy are missing from publicly available sources. This includes information about whether it tracks a specific index, focuses on particular sectors or commodities, and the composition of its assets (stocks, bonds, etc.).

Key Points:

Key features and benefits of the ETF Capitol Series Trust cannot be summarized due to insufficient information.

Risks:

Identifying the main risks associated with ETF Capitol Series Trust like volatility and market risks is currently not possible due to limitations in data availability.

Who Should Consider Investing:

Without information on investment strategies and risks, identifying the ideal investor profile for ETF Capitol Series Trust is not currently feasible.

Fundamental Rating Based on AI:

Due to insufficient data and information regarding ETF Capitol Series Trust's performance, holdings, expenses, management, and risk profile, generating an AI-based fundamental rating on a scale of 1 to 10 is not currently possible.

Resources and Disclaimers:

Despite extensive research, the analysis of ETF Capitol Series Trust faces limitations due to unavailable data on its website and through publicly accessible sources. This information gap restricts a comprehensive overview of its performance, strategies, management, and key features. It is crucial to exercise caution and conduct further research using reliable and up-to-date sources before making any investment decisions based on this limited information.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.​

About Capitol Series Trust

The fund is an actively-managed exchange-traded fund ("ETF") that will invest under normal circumstances primarily in domestic equity securities of companies that are relevant to its investment theme of 5G enabled opportunistic investing. Under normal circumstances, approximately 90% of the fund"s assets will be invested in equity securities, including common stocks, partnership interests, and other equity investments or ownership interests in business enterprises. The fund is non-diversified.

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