AWMS
Advocacy Wealth Management Services Portfolio holdings
AUM
$1.63B
1-Year Return
9.78%
This Quarter Return
-3.22%
1 Year Return
+9.78%
3 Year Return
+29.74%
5 Year Return
+41.95%
10 Year Return
–
AUM
$146M
AUM Growth
+$421K
(+0.29%)
Cap. Flow
+$4.86M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
95.53%
Holding
251
New
17
Increased
20
Reduced
35
Closed
28
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.32% |
| 2 | Energy | 0.31% |
| 3 | Financials | 0.3% |
| 4 | Technology | 0.25% |
| 5 | Communication Services | 0.19% |