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CWC
Upturn stock ratingUpturn stock rating

Capitol Series Trust (CWC)

Upturn stock ratingUpturn stock rating
$23.66
Last Close (24-hour delay)
Profit since last BUY7.55%
upturn advisory
Consider higher Upturn Star rating
BUY since 63 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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*as per simulation
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Upturn Advisory Summary

08/29/2025: CWC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Analysis of Past Performance

Type ETF
Historic Profit 50.18%
Avg. Invested days 59
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/29/2025

Key Highlights

Volume (30-day avg) -
Beta -
52 Weeks Range 20.61 - 28.31
Updated Date 04/14/2024
52 Weeks Range 20.61 - 28.31
Updated Date 04/14/2024

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Capitol Series Trust

stock logo

ETF Overview

overview logo Overview

Capitol Series Trust is a platform offering various actively managed ETFs, typically focusing on specific investment strategies or themes. Details about sector, asset allocation, and investment strategy vary by fund.

reliability logo Reputation and Reliability

The issuer's reputation depends on the specific track record and performance of individual funds within the Capitol Series Trust platform. Research is needed for each fund.

reliability logo Management Expertise

Management expertise varies depending on the specific investment team assigned to each fund within the Capitol Series Trust.

Investment Objective

overview logo Goal

The investment goal varies depending on the specific ETF within the Capitol Series Trust. It could range from capital appreciation to income generation or a combination of both.

Investment Approach and Strategy

Strategy: Actively managed; strategy varies depending on the specific fund within the series.

Composition The assets held depend on the specific ETF's investment mandate and can include stocks, bonds, or other assets.

Market Position

Market Share: Varies widely, depending on the specific fund and its investment niche.

Total Net Assets (AUM): Data is variable, depending on the specific fund.

Competitors

overview logo Key Competitors

Competitive Landscape

The competitive landscape depends on the specific ETF within Capitol Series Trust and its investment focus. Advantages and disadvantages would need to be evaluated on a fund-by-fund basis.

Financial Performance

Historical Performance: Performance data varies depending on the specific fund and needs to be analyzed on a fund-by-fund basis.

Benchmark Comparison: Benchmark comparison depends on the specific fund and its chosen benchmark. Evaluation requires fund-specific data.

Expense Ratio: Expense ratios vary by fund within the Capitol Series Trust.

Liquidity

Average Trading Volume

Liquidity varies depending on the specific fund; actively traded funds will generally have higher trading volumes.

Bid-Ask Spread

Bid-ask spread depends on the fund's trading volume and market demand; higher volume typically means tighter spreads.

Market Dynamics

Market Environment Factors

Market environment factors impacting Capitol Series Trust vary depending on the specific fund's investments and sector exposure.

Growth Trajectory

Growth trajectory is fund-specific and dependent on market conditions and the effectiveness of the active management strategy.

Moat and Competitive Advantages

Competitive Edge

The competitive edge of Capitol Series Trust funds often lies in their specific active management strategies, which aim to outperform benchmark indices. If a fund has a well-defined, unique investment approach and strong management, it can potentially differentiate itself. However, active management also carries the risk of underperformance. The advantage relies on the skill and expertise of the portfolio managers in making effective investment decisions.

Risk Analysis

Volatility

Volatility depends on the specific fund and its underlying assets. Actively managed funds can experience varying degrees of volatility.

Market Risk

Market risk is inherent in any investment and is dependent on the asset classes held by the specific fund. Sector-specific funds will have higher sector-specific risk.

Investor Profile

Ideal Investor Profile

The ideal investor varies depending on the specific Capitol Series Trust fund. Investors seeking active management strategies aligned with their risk tolerance and investment goals should explore individual funds.

Market Risk

Suitability depends on the specific fund. Some funds may be suited for long-term investors seeking specific thematic exposure, while others may be more appropriate for active traders.

Summary

Capitol Series Trust is a platform that offers various actively managed ETFs, each with its specific investment objectives, strategies, and risk profiles. Investors should carefully evaluate each fund's details, including its investment focus, historical performance, and expense ratio, before investing. The funds aim to provide opportunities for outperformance through active management, but also come with the inherent risks associated with active investing. Understanding the specific strategy and risk profile of each fund is essential to determining suitability for an individual investor's portfolio.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings
  • ETF.com
  • Morningstar
  • Company Website

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.

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

Exchange NYSE ARCA
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 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.