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Upturn AI SWOT - About
Capitol Series Trust (CWC)
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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
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 Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| 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 |
Upturn AI SWOT
Capitol Series Trust
ETF Overview
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.
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.
Management Expertise
Management expertise varies depending on the specific investment team assigned to each fund within the Capitol Series Trust.
Investment Objective
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
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.
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 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.