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Upturn AI Summary
AdvisorShares Dorsey Wright FSM US Core ETF(DWUS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for DWUS
11/06/2026: DWUS (2-star) is currently NOT-A-BUY. Pass it for now.
AdvisorShares Dorsey Wright FSM US Core ETF (DWUS) is an actively managed fund that uses proprietary relative strength research to invest in US equities with positive momentum. Its core strength lies in its systematic approach to trend following and the ability to reduce risk by moving to cash during unfavorable market conditions. It serves as a tactical tool for investors looking to capture momentum-based outperformance while delegating rotation decisions to specialized managers. Key risks include higher expense ratios compared to passive peers, lower liquidity, and the potential for underperformance in sideways or rapidly shifting market regimes. It is best suited for investors who favor active factor-based strategies and understand the inherent risks of momentum-based investing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | The momentum-focused strategy inherently targets stocks demonstrating high growth potential. |
| Momentum investor | Strong fit while signal remains positive | It is specifically designed for investors seeking to capture market trends based on relative strength signals. |
| Value investor | Weak fit | The strategy prioritizes price momentum over fundamental valuation metrics. |
| Dividend/Income investor | Weak fit | The focus is on capital appreciation rather than consistent dividend income. |
| Low-risk investor | Mixed fit | While the tactical cash-positioning can reduce drawdowns, the fund remains susceptible to equity market volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone who believes in the efficacy of momentum factors and prefers an active manager to handle the rotation and risk mitigation.
Suitability
This ETF is best suited for long-term investors seeking a core-satellite or tactical component to their portfolio, rather than for day traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | Momentum strategies can experience sharp reversals when trends shift quickly. |
| Market risk | High | The fund is heavily exposed to the performance of the US equity market. |
| Concentration | Medium | The portfolio may become concentrated in specific winning sectors based on the momentum model. |
| Tracking/expense | Medium | Higher active management fees may weigh on total returns relative to passive benchmarks. |
| Liquidity | Medium | Lower trading volume may lead to higher transaction costs for large orders. |
| Business/sector quality | Medium | The momentum model may rotate into sectors regardless of fundamental business health. |
Risk Analysis
Volatility
DWUS exhibits volatility consistent with equity market factors, amplified or dampened by its tactical cash positions.
Market Risk
The primary risk is a broad-based decline in the US equity market, which the momentum model may not always avoid immediately.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap and Mid-Cap Equities | 90 | The fund focuses on US equities that demonstrate strong relative price momentum compared to their peers. |
| Cash/collateral | Cash and Cash Equivalents | 10 | The fund holds cash as a defensive mechanism when momentum signals for equities turn negative. |
Analysis of Past Performance
Type ETF | Historic Profit 25.79% | Avg. Invested days 66 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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