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Upturn AI SWOT - About
AdvisorShares Dorsey Wright FSM US Core ETF (DWUS)
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Upturn Advisory Summary
08/14/2025: DWUS (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 29.55% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.94 | 52 Weeks Range 40.81 - 51.79 | Updated Date 06/30/2025 |
52 Weeks Range 40.81 - 51.79 | Updated Date 06/30/2025 |
Upturn AI SWOT
AdvisorShares Dorsey Wright FSM US Core ETF
ETF Overview
Overview
The AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) seeks long-term capital appreciation by investing in U.S. equities identified by the Dorsey Wright relative strength-based methodology.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs and innovative investment strategies.
Management Expertise
The management team utilizes the Dorsey Wright relative strength methodology, aiming to identify securities with strong price momentum.
Investment Objective
Goal
Seeks long-term capital appreciation.
Investment Approach and Strategy
Strategy: Employs a relative strength-based methodology to select and weight U.S. equities.
Composition Primarily holds U.S. stocks across various market capitalizations and sectors.
Market Position
Market Share: DWUS has a relatively small market share compared to broader market ETFs.
Total Net Assets (AUM): 288000000
Competitors
Key Competitors
- SPY
- IVV
- VOO
- IWB
- ITOT
Competitive Landscape
The ETF market is dominated by large, passively managed funds like SPY, IVV, and VOO. DWUS differentiates itself with its active, relative strength-based approach, offering potential for outperformance but also carrying higher risk and fees. Its active strategy may attract investors seeking to beat the market, but its higher expense ratio and active management strategy could be a disadvantage compared to passive low-cost index funds.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions; specific data needs to be sourced from financial data providers. Past performance does not guarantee future results.
Benchmark Comparison: Performance should be compared against a broad market index or other actively managed funds with similar strategies; specific data needs to be sourced from financial data providers.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
DWUS's average trading volume is moderate, indicating reasonable but not exceptionally high liquidity.
Bid-Ask Spread
The bid-ask spread for DWUS is typically reasonable, but it can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, sector performance, and overall market sentiment influence DWUS's performance, particularly trends favoring momentum-driven strategies.
Growth Trajectory
DWUS's growth depends on its ability to consistently identify and capitalize on relative strength trends within the U.S. equity market.
Moat and Competitive Advantages
Competitive Edge
DWUS's competitive edge lies in its proprietary Dorsey Wright relative strength methodology, which aims to identify stocks with strong price momentum. This strategy can potentially outperform traditional market-cap weighted indexes during periods of strong market trends. However, this active management approach also entails higher fees and the risk of underperformance if the strategy does not align with market conditions. Its focused approach provides a unique investment option for those believing in relative strength investing.
Risk Analysis
Volatility
DWUS may exhibit higher volatility than broad market index funds due to its active management and focused investment approach.
Market Risk
DWUS is subject to market risk, meaning its value can fluctuate based on overall market conditions and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
Investors seeking long-term capital appreciation who are comfortable with active management, higher fees, and potentially higher volatility are the ideal profile.
Market Risk
DWUS is more suitable for investors who understand and are comfortable with active investing and are looking for potential outperformance through a relative strength strategy, as opposed to passive index tracking.
Summary
AdvisorShares Dorsey Wright FSM US Core ETF employs a relative strength-based strategy to invest in U.S. equities, aiming for long-term capital appreciation. Its active management approach differentiates it from passive index funds, but comes with higher fees and potential for both outperformance and underperformance. DWUS caters to investors who believe in momentum-driven strategies and are comfortable with moderate risk. However, Its AUM and market share are relatively small compared to those of its competitiors, suggesting that the strategy has not caught on the broad market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares Website
- ETF.com
- Morningstar
- Financial Times
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future results.
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 US Core 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 large capitalization equity securities. 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. Under normal circumstances, the fund invests at least 80% of its net assets in U.S. investments.
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.