AdvisorShares Dorsey Wright Short ETFAdvisorShares Dorsey Wright Short ETFAdvisorShares Dorsey Wright Short ETF

AdvisorShares Dorsey Wright Short ETF

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Key stats


Assets under management (AUM)
‪13.02 M‬USD
Fund flows (1Y)
‪−2.98 M‬USD
Dividend yield (indicated)
9.64%
Discount/Premium to NAV
0.2%

About AdvisorShares Dorsey Wright Short ETF


Issuer
Wilson Lane Group LLC
Brand
AdvisorShares
Expense ratio
4.00%
Inception date
Jul 10, 2018
Index tracked
No Underlying Index
Management style
Active
DWSH is actively managed, but relies entirely on a technical indicator to build a portfolio of short interests in US-listed large-cap stocks. The fund follows a momentum strategy, picking roughly 75-100 companies with the weakest relative strength. Securities are held short on a modified equal weighting. The fund manager reviews the portfolio on a weekly basis for changes in relative strength scores and potentially changes underlying holdings. In a volatile equity market, the strategy can generate a lot of turnover. A similar strategy is provided by sibling fund HDGE.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Active
Weighting scheme
Proprietary
Selection criteria
Proprietary

Returns


1 month3 monthsYear to date1 year3 years5 years
Price performance
NAV total return

What's in the fund


As of December 20, 2024
Exposure type
Bonds, Cash & Other
Mutual fund
Bonds, Cash & Other100.00%
Mutual fund217.65%
Cash−24.49%
Miscellaneous−93.16%
Top 10 holdings

Dividends


Dividend payout history

Assets under management (AUM)



Fund Flows