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Upturn AI SWOT - About
AdvisorShares Dorsey Wright FSM All Cap World ETF (DWAW)
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Upturn Advisory Summary
10/24/2025: DWAW (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 22.55% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 32.66 - 42.54 | Updated Date 06/30/2025 |
52 Weeks Range 32.66 - 42.54 | Updated Date 06/30/2025 |
Upturn AI SWOT
AdvisorShares Dorsey Wright FSM All Cap World ETF
ETF Overview
Overview
The AdvisorShares Dorsey Wright FSM All Cap World ETF (DWCR) seeks long-term capital appreciation by investing in global equities using a rules-based relative strength approach. It aims to identify and invest in securities exhibiting positive price momentum.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs and innovative strategies, but its reputation varies based on individual fund performance.
Management Expertise
Dorsey Wright & Associates provides the technical analysis and investment strategy, bringing expertise in relative strength investing.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a rules-based relative strength strategy to identify and invest in global equities with positive price momentum.
Composition Primarily holds global equities across various sectors and market capitalizations. The holdings are dynamically adjusted based on relative strength signals.
Market Position
Market Share: Data not available to calculate market share accurately.
Total Net Assets (AUM): 11210000
Competitors
Key Competitors
- ACWI
- VT
- VEU
- IXUS
Competitive Landscape
The global all-cap world ETF market is highly competitive, dominated by large, passively managed ETFs like ACWI and VT. DWCR differentiates itself through its active, relative strength-based approach, potentially outperforming in certain market conditions. However, its active management leads to higher fees, and its performance is dependent on the effectiveness of the relative strength strategy. DWCR is a very small player compared to the large passive ETFs.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers and should be consulted for specific returns over various time periods.
Benchmark Comparison: The ETF's performance should be compared to a broad global equity index like the MSCI ACWI to assess its relative performance.
Expense Ratio: 0.98
Liquidity
Average Trading Volume
Liquidity is typically moderate, adequate for most retail investors but should be monitored for larger trades.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions, and it is important to check the current spread before trading.
Market Dynamics
Market Environment Factors
Global economic growth, geopolitical events, and investor sentiment can all influence DWCR's performance, especially given its global equity exposure.
Growth Trajectory
DWCR's growth is dependent on its ability to attract investors seeking active management and relative strength-based strategies and successfully identifying strong equities.
Moat and Competitive Advantages
Competitive Edge
DWCR's primary advantage is its actively managed, relative strength-based approach. This strategy aims to identify securities with positive price momentum, potentially leading to outperformance in trending markets. The active management allows for flexibility in adjusting holdings based on market conditions. However, this strategy is not guaranteed to outperform and comes with higher fees.
Risk Analysis
Volatility
Volatility will depend on the underlying equity holdings and the effectiveness of the relative strength strategy. Expect moderate to high volatility.
Market Risk
DWCR is subject to market risk, as its performance is tied to the overall performance of global equity markets. Sector and geographical concentration risks may also exist.
Investor Profile
Ideal Investor Profile
Investors seeking global equity exposure with an active management strategy and a focus on relative strength may find DWCR suitable.
Market Risk
DWCR may be suitable for investors with a moderate to high risk tolerance and a longer-term investment horizon. It is not necessarily suitable for passive index followers.
Summary
The AdvisorShares Dorsey Wright FSM All Cap World ETF is an actively managed ETF that seeks long-term capital appreciation by investing in global equities based on relative strength. It differentiates itself from passive global equity ETFs through its active management and rules-based approach. The fund's performance depends on the effectiveness of the relative strength strategy and may be more volatile than broad market index funds. Its relatively high expense ratio should be considered when comparing it to passively managed alternatives. DWCR is a small player in this space.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- Morningstar
- ETFdb
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investors should conduct their own research and consult with a 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 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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