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Upturn AI SWOT - About
AdvisorShares Dorsey Wright FSM US Core ETF (DWUS)
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Upturn Advisory Summary
10/10/2025: 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 31.63% | Avg. Invested days 73 | 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 10/10/2025 |
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) employs a relative strength-based methodology to invest in US equities. It aims to outperform the broad market by identifying and allocating capital to sectors and stocks exhibiting superior price momentum.
Reputation and Reliability
AdvisorShares is known for its actively managed ETFs that utilize unique investment strategies.
Management Expertise
The management team leverages the Dorsey Wright relative strength methodology, which has a long history.
Investment Objective
Goal
To outperform the broad US equity market by investing in securities exhibiting relative strength.
Investment Approach and Strategy
Strategy: The ETF uses a proprietary relative strength methodology developed by Dorsey Wright to select and weight its holdings.
Composition Primarily US equities across various sectors.
Market Position
Market Share: DWUS holds a small market share relative to broad market ETFs.
Total Net Assets (AUM): 19643021
Competitors
Key Competitors
- SPY
- IVV
- VTI
Competitive Landscape
The ETF industry is highly competitive, dominated by large, passively managed funds. DWUS distinguishes itself with its active, relative strength-based approach. A disadvantage is its higher expense ratio compared to passive ETFs. The potential advantage lies in its ability to outperform the market during periods where relative strength strategies are effective.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions and the effectiveness of the relative strength strategy.
Benchmark Comparison: Performance should be compared to a broad US equity index such as the S&P 500 to evaluate its alpha generation.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume of DWUS indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically reasonable, but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and sector rotation trends can influence the ETF's performance.
Growth Trajectory
Growth depends on the ETF's ability to consistently identify and allocate capital to sectors and stocks with strong relative strength; changes to strategy and holdings are actively managed.
Moat and Competitive Advantages
Competitive Edge
DWUS's competitive advantage lies in its active management and the use of the Dorsey Wright relative strength methodology. This approach aims to identify and capitalize on trends in the market, potentially leading to outperformance. The strategy's ability to adapt to changing market conditions is crucial. However, the success of this approach depends on the accuracy of the relative strength signals.
Risk Analysis
Volatility
DWUS's volatility may be higher than broad market ETFs due to its active management and concentrated sector allocations.
Market Risk
Market risk exists as the ETF's value can decline due to overall market downturns. Specific risks are also present relating to sector concentration if the selected strong performing sectors experience weakness.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking active management and willing to accept higher risk in pursuit of potentially higher returns.
Market Risk
DWUS is more suitable for investors seeking active strategies and willing to accept potentially higher volatility.
Summary
AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) is an actively managed ETF utilizing a relative strength strategy to select US equities. It aims to outperform the broad market but comes with a higher expense ratio and potentially higher volatility. The ETF is most suitable for investors seeking active management and willing to take on more risk. Its success depends on the continued effectiveness of the Dorsey Wright relative strength methodology.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AdvisorShares website
- ETF.com
- Morningstar
- FactSet
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investment involves risk, including the potential loss of principal.
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.