What does FWDB track?

FWDB is the AdvisorShares FolioBeyond Smart Core Bond ETF, a Other ETF.

What is the expense ratio of FWDB?

Expense ratio data for FWDB is shown on the page when available from our data provider.

What are the largest holdings in FWDB?

Top holdings include AGZ, STIP, IEI, SHV, BKLN.

How can PortView analyze FWDB overlap with other ETFs?

PortView computes the holdings overlap between FWDB and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

AdvisorShares FolioBeyond Smart Core Bond (FWDB) ETF Holdings & Analysis

ETFOther

$25.78-0.04%

1-year price historyRange $22.46 – $26.06

52-week range$25.78

$25.60$26.32

What FWDB does

This investment vehicle aims to surpass the price and yield returns of its benchmark, the Bloomberg Barclays U.S. Aggregate Bond Index. To achieve this objective, the Sub-Advisor actively manages a portfolio of fixed-income exchange-traded funds (ETFs) and a range of other exchange-traded products (ETPs), which may include exchange-traded notes (ETNs), currency trusts, and commodity pools. The Advisor strategically selects these investments from a pool encompassing over 20 distinct global bond classes, such as treasury, municipal, investment-grade corporate, and high-yield U.S. corporate bonds.

Fund profile

Top holdings

	Holding	Weight
	ISHARES AGENCY BOND ETF	30.29%
	ISHARES 0-5 YEAR TIPS BOND E	30.02%
	ISHARES 3-7 YEAR TREASURY BO	17.92%
	ISHARES SHORT TREASURY BOND	9.43%
	INVESCO SENIOR LOAN ETF	5.48%
	SPDR BBG BARC ST HIGH YIELD	4.81%
	ISHARES 0-5 YR HY CORP BOND	2.05%

Sector allocation

Financial Services

100.00%

Geographic allocation

United States

100.00%

PortView Portfolio Insights

PortView analyzes how FWDB fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze FWDB in PortView →

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Frequently asked questions

What does FWDB track?: FWDB is the AdvisorShares FolioBeyond Smart Core Bond ETF, a Other ETF.
What is the expense ratio of FWDB?: Expense ratio data for FWDB is shown on the page when available from our data provider.
What are the largest holdings in FWDB?: Top holdings include AGZ, STIP, IEI, SHV, BKLN.
How can PortView analyze FWDB overlap with other ETFs?: PortView computes the holdings overlap between FWDB and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.