The Goldman Sachs ActiveBeta World Equity ETF (GSWO) made its debut on 03/15/2022, and is a smart beta exchange traded fund that provides broad exposure to the Global Large-Cap Blend Equity ETF category of the market.
Launched on 03/15/2022, the Goldman Sachs ActiveBeta World Equity ETF (GSWO) is a smart beta exchange traded fund offering broad exposure to the Global Large-Cap Blend Equity ETF category of the market.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 49,542 | $2.71M | $3.12M | $404,758.14 | 14.92% |
Mark Fiskio Empirical Asset Management LLC | 3,717 | $190,063.44 | $234,356.85 | $44,293.41 | 23.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,336 | $217,095.71 | $335,847.84 | $118,752.13 | 54.7% |
Kevin Bresler TD Waterhouse Canada Inc. | 506 | $28,677.14 | $31,857.76 | $3,180.62 | 11.09% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,997 | $105,529.67 | $125,691.18 | $20,161.51 | 19.11% |
| BATS Exchange | US Country |
The fund is an investment vehicle targeting small-cap issuers, defined as companies with relatively small market capitalizations. It dedicates at least 80% of its net assets, in addition to any borrowings for investment purposes, to a portfolio of equity investments in these smaller companies. Operating with a non-diversified investment approach, the fund aims to leverage the growth potential of small-cap issuers, which often exhibit higher growth prospects compared to larger, more established companies. This investment strategy is predicated on the belief that small-cap stocks, despite their higher volatility, can yield significant returns over time.
As a focused investment fund, the services provided cater to investors looking to gain exposure to small-cap markets. The fund's products and services are tailored to facilitate investment in small-cap companies with the potential for high returns. Below is a detailed description of the fund’s primary investment service:
This service involves the allocation of at least 80% of the fund's net assets, including any borrowed funds, to equity investments in small-cap companies. By targeting companies with relatively small market capitalizations, the fund seeks to capitalize on the growth potential and higher return possibilities inherent in smaller, less-established companies. The focus on small-cap equities is based on a strategic assessment that these investments, despite their potential for higher volatility, offer substantial growth opportunities that can translate into significant returns for investors over time.