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Upturn AI SWOT - About
AdvisorShares Dorsey Wright FSM All Cap World ETF (DWAW)
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Upturn Advisory Summary
04/01/2025: DWAW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -0.4% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 1948 | Beta 0.99 | 52 Weeks Range 34.41 - 42.54 | Updated Date 04/2/2025 |
52 Weeks Range 34.41 - 42.54 | Updated Date 04/2/2025 |
Upturn AI SWOT
AdvisorShares Dorsey Wright FSM All Cap World ETF
ETF Overview
Overview
The AdvisorShares Dorsey Wright FSM All Cap World ETF (DWAC) is an actively managed fund that seeks long-term capital appreciation by investing in a globally diversified portfolio of stocks, using a proprietary relative strength-based methodology to select holdings.
Reputation and Reliability
AdvisorShares is known for offering actively managed ETFs with unique strategies. Their reliability depends on the performance of their active management approach.
Management Expertise
AdvisorShares partners with experienced sub-advisors with expertise in specific investment strategies, including relative strength analysis.
Investment Objective
Goal
To seek long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF utilizes a relative strength methodology to identify securities with strong price momentum, aiming to outperform traditional market-cap-weighted indexes.
Composition The ETF primarily holds global equities, with potential allocations across various market capitalizations and sectors.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 12.27E7
Competitors
Key Competitors
- VEU
- ACWX
- SPDW
Competitive Landscape
The global all-cap ETF market is dominated by passively managed, broad-market ETFs. DWAC differentiates itself through its active, relative strength-based strategy. Its advantages lie in potential outperformance during trending markets, while disadvantages include higher expense ratios and potential underperformance in choppy markets.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark data unavailable. Performance should be compared to a broad global equity index.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, which can affect ease of entry and exit.
Bid-Ask Spread
The bid-ask spread is moderate, reflecting the liquidity and trading activity of the ETF.
Market Dynamics
Market Environment Factors
Global economic growth, interest rate policies, and geopolitical events can impact the performance of global equities held by the ETF.
Growth Trajectory
The ETF's growth trajectory depends on the success of its active management strategy in capturing relative strength trends within global equity markets.
Moat and Competitive Advantages
Competitive Edge
DWAC's competitive edge stems from its actively managed approach that leverages Dorsey Wright's relative strength methodology to identify and invest in global equities showing strong price momentum. This strategy aims to outperform passively managed ETFs. The potential for tactical adjustments based on market conditions differentiates it from purely passive strategies. However, the success depends on the effectiveness of the active management and the continuation of relative strength patterns.
Risk Analysis
Volatility
Volatility depends on the underlying holdings and the effectiveness of the relative strength strategy. It can be higher than broad market ETFs.
Market Risk
Market risk is inherent in global equity investments, including economic downturns, geopolitical instability, and currency fluctuations.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term capital appreciation and is comfortable with the risks associated with active management and global equity exposure. They believe in the potential of relative strength strategies.
Market Risk
This ETF is suitable for long-term investors with a higher risk tolerance who are willing to accept the potential for both outperformance and underperformance compared to a broad market index.
Summary
The AdvisorShares Dorsey Wright FSM All Cap World ETF is an actively managed fund using a relative strength strategy to select global equities. It aims to outperform passive ETFs but carries a higher expense ratio and active management risk. It is suitable for investors seeking long-term capital appreciation and believing in the potential of relative strength strategies. Its success relies on the effectiveness of Dorsey Wright's methodology and the overall market environment.
Similar Companies
ACWX
iShares MSCI ACWI ex U.S. ETF
ACWX
iShares MSCI ACWI ex U.S. ETF
SPDW
SPDR S&P World ex US
SPDW
SPDR S&P World ex US
VEU
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VEU
Vanguard FTSE All-World ex-US Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
VXUS
Vanguard Total International Stock Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- AdvisorShares
- Bloomberg
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AdvisorShares Dorsey Wright FSM All Cap World ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that is primarily a fund of funds. The Advisor seeks to achieve it's investment objective by investing in ETFs that invest primarily in domestic and foreign equity securities of any capitalization, including in emerging markets. The fund invests in fixed income ETFs with a short or ultra-short duration, money market funds, cash and cash equivalents (Defensive Investments). It may invest in affiliated and unaffiliated ETFs.
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