Market Cap N/A
Revenue (ttm) N/A
Net Income (ttm) N/A
EPS (ttm) N/A
PE Ratio N/A
Forward PE N/A
Profit Margin N/A
Debt to Equity Ratio N/A
Volume N/A
Avg Vol N/A
Day's Range N/A - N/A
Shares Out N/A
Stochastic %K N/A
Beta N/A
Analysts N/A
Price Target N/A

Company Profile

The fund seeks to achieve its investment objective by investing primarily in a focused group of U.S. exchange listed equity securities, including common and preferred stock and ADRs. It invests at least 80% of its net assets in equity securities. The Advisor allocates the fund's portfolio investments using research obtained from a model developed by Edward J. Elfenbein, which uses a variety of methods for security selection and focuses on firms that are fundamentally sound and have shown consist...

Phone: (202) 684-6383
gabbs
gabbs Apr. 7 at 1:22 PM
$CWS 😲😯
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Mar. 17 at 11:31 AM
$CWS Absolutely ROCKED so far this year and then some. Back to watching for interest. Had great times with this one.
0 · Reply
TheCoolerKing
TheCoolerKing Dec. 27 at 12:58 AM
$CWS As a holder, do have to call a spade a spade as CWS has been promoted as a fund that has beaten Berkshire Hathaway over the long haul. Well 2024, not so much. With 3 days left in the trading year, BRK-A up 25.1%, which is twice what CWS is up for the year. No shame in seeing an over 12% gain for the year, and not leaving anytime soon.
1 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Nov. 9 at 12:52 AM
$CWS bang
0 · Reply
TheCoolerKing
TheCoolerKing Nov. 7 at 7:56 AM
$CWS In just over eight years, this stock has basically tripled. Thank you, Eddie.
0 · Reply
Angler3000
Angler3000 Oct. 22 at 1:52 AM
$CWS Look at it go. Slow and steady, boring and profitable.
0 · Reply
gabbs
gabbs Jul. 13 at 7:41 PM
$CWS 👍🏼👍🏼
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 12 at 7:13 PM
$CWS And another very solid day.
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 12 at 12:23 AM
$CWS Interesting day here today.
0 · Reply
gabbs
gabbs May. 6 at 9:51 PM
0 · Reply
Latest News on CWS
CWS: A Quality ETF Trading At A Premium

May 25, 2025, 11:21 PM EDT - 6 weeks ago

CWS: A Quality ETF Trading At A Premium


CWS: Returns Disappoint Despite High-Quality Portfolio, A Hold

Feb 21, 2025, 10:06 PM EST - 4 months ago

CWS: Returns Disappoint Despite High-Quality Portfolio, A Hold


CWS: A Solid Active Fund

Nov 18, 2024, 11:59 AM EST - 8 months ago

CWS: A Solid Active Fund


CWS: The Strategy Still Lags The Market

Apr 16, 2024, 8:22 PM EDT - 1 year ago

CWS: The Strategy Still Lags The Market


Why Now For U.S. Equity Income?

Dec 11, 2023, 4:31 AM EST - 1 year ago

Why Now For U.S. Equity Income?

ARKK BBMC BFOR BKMC BOUT BUL CSD


CWS: I Am Still Unimpressed By This Active Strategy

Aug 21, 2023, 11:49 PM EDT - 2 years ago

CWS: I Am Still Unimpressed By This Active Strategy


CWS: An Active ETF That Flies Under The Radar, But Shouldn't

May 10, 2023, 8:32 AM EDT - 2 years ago

CWS: An Active ETF That Flies Under The Radar, But Shouldn't


CWS: Actively-Managed ETF With A Few Issues Under The Hood

Feb 6, 2023, 3:36 AM EST - 2 years ago

CWS: Actively-Managed ETF With A Few Issues Under The Hood


gabbs
gabbs Apr. 7 at 1:22 PM
$CWS 😲😯
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Mar. 17 at 11:31 AM
$CWS Absolutely ROCKED so far this year and then some. Back to watching for interest. Had great times with this one.
0 · Reply
TheCoolerKing
TheCoolerKing Dec. 27 at 12:58 AM
$CWS As a holder, do have to call a spade a spade as CWS has been promoted as a fund that has beaten Berkshire Hathaway over the long haul. Well 2024, not so much. With 3 days left in the trading year, BRK-A up 25.1%, which is twice what CWS is up for the year. No shame in seeing an over 12% gain for the year, and not leaving anytime soon.
1 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Nov. 9 at 12:52 AM
$CWS bang
0 · Reply
TheCoolerKing
TheCoolerKing Nov. 7 at 7:56 AM
$CWS In just over eight years, this stock has basically tripled. Thank you, Eddie.
0 · Reply
Angler3000
Angler3000 Oct. 22 at 1:52 AM
$CWS Look at it go. Slow and steady, boring and profitable.
0 · Reply
gabbs
gabbs Jul. 13 at 7:41 PM
$CWS 👍🏼👍🏼
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 12 at 7:13 PM
$CWS And another very solid day.
0 · Reply
TheMarketsTheTarget
TheMarketsTheTarget Jul. 12 at 12:23 AM
$CWS Interesting day here today.
0 · Reply
gabbs
gabbs May. 6 at 9:51 PM
0 · Reply
MIGUY
MIGUY Feb. 29 at 2:22 PM
$COIN $CWS $BTC.X for those who want to play steady as she goes returns as well as the day trading. Just have the powder to be both the tortoise and the hare! Or don’t. Caveat Emptor after all…
0 · Reply
mikeharrisNY
mikeharrisNY Jan. 11 at 9:44 PM
Expensive Beta: Buffett always wins $SPY $BRK.B $CWS https://priceactionlab.substack.com/p/expensive-beta
0 · Reply
Huobli
Huobli Dec. 22 at 8:07 PM
$CWS is my favourite „boring“ ETF. Bought it six years ago and solid 123% increase plus dividends
1 · Reply