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Upturn AI SWOT - About
Capitol Series Trust (CWC)
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Upturn Advisory Summary
07/08/2025: CWC (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 48.04% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/08/2025 |
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 US ETF provider. More information is needed to determine its primary focus, target sector, asset allocation, and investment strategy.
Reputation and Reliability
Information about the issuer's reputation and track record is not readily available without knowing the specific ETF within the Capitol Series Trust.
Management Expertise
Information about the management team's experience and expertise is not readily available without knowing the specific ETF within the Capitol Series Trust.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within Capitol Series Trust.
Investment Approach and Strategy
Strategy: Information about the strategy (index tracking, sector focus, etc.) is not readily available without knowing the specific ETF within the Capitol Series Trust.
Composition Information about the assets held (stocks, bonds, etc.) is not readily available without knowing the specific ETF within the Capitol Series Trust.
Market Position
Market Share: Market share data is unavailable without specifying a particular ETF within the Capitol Series Trust and its relevant sector.
Total Net Assets (AUM): AUM data is unavailable without specifying a particular ETF within the Capitol Series Trust.
Competitors
Key Competitors
Competitive Landscape
The competitive landscape cannot be accurately described without specifying a particular ETF within the Capitol Series Trust and its relevant sector. Advantages and disadvantages would depend on the specific ETF's strategy and holdings.
Financial Performance
Historical Performance: Historical performance data is unavailable without specifying a particular ETF within the Capitol Series Trust.
Benchmark Comparison: Benchmark comparison data is unavailable without specifying a particular ETF within the Capitol Series Trust and its benchmark.
Expense Ratio: Expense ratio data is unavailable without specifying a particular ETF within the Capitol Series Trust.
Liquidity
Average Trading Volume
Average trading volume information is unavailable without specifying a particular ETF within the Capitol Series Trust.
Bid-Ask Spread
Bid-ask spread information is unavailable without specifying a particular ETF within the Capitol Series Trust.
Market Dynamics
Market Environment Factors
The market environment factors affecting the fund cannot be determined without specifying a particular ETF within the Capitol Series Trust.
Growth Trajectory
Growth trends and patterns cannot be analyzed without specifying a particular ETF within the Capitol Series Trust.
Moat and Competitive Advantages
Competitive Edge
Without information on the specific ETF within Capitol Series Trust, it is impossible to determine its competitive advantages such as investment strategies, superior management, or niche market focus. The fund's unique selling points would depend on its particular strategy and holdings. Without additional information, we cannot assess any advantages.
Risk Analysis
Volatility
Volatility data is unavailable without specifying a particular ETF within the Capitol Series Trust.
Market Risk
The specific risks associated with the fund's underlying assets cannot be discussed without specifying a particular ETF within the Capitol Series Trust.
Investor Profile
Ideal Investor Profile
The ideal investor profile cannot be identified without specifying a particular ETF within the Capitol Series Trust.
Market Risk
Suitability for long-term investors, active traders, or passive index followers cannot be determined without specifying a particular ETF within the Capitol Series Trust.
Summary
Due to the lack of specific information about a particular ETF within the Capitol Series Trust, a comprehensive summary cannot be provided. Key details such as investment focus, asset allocation, and overall performance remain unknown. Without these essential components, the nature of the fund and potential impacts on returns cannot be thoroughly examined, and thus, a general conclusion is impossible. More information is needed.
Peer Comparison
Sources and Disclaimers
Data Sources:
- N/A
Disclaimers:
Data is based on limited available information. Specific ETF within the Capitol Series Trust is required for accurate analysis. This analysis should not be considered financial advice.
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.