AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $2.3B
1-Year Est. Return 10.71%
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
592
New
Increased
Reduced
Closed

Top Buys

1
+$5.54M
2
+$4.78M
3
+$4.54M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$3.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.12M

Top Sells

1
+$540K
2
+$534K
3
+$518K
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$478K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$340K

Sector Composition

1 Energy 1.66%
2 Financials 0.97%
3 Industrials 0.74%
4 Consumer Discretionary 0.64%
5 Utilities 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K 0.01%
+548
252
$13K 0.01%
1,000
-2,293
253
$13K 0.01%
1,000
-14,600
254
$13K 0.01%
800
255
$13K 0.01%
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256
$12K 0.01%
647
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257
$12K 0.01%
139
258
$12K 0.01%
1,050
-2,750
259
$12K 0.01%
200
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260
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500
261
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100
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262
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263
$11K 0.01%
286
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264
$10K 0.01%
700
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265
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100
266
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240
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267
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287
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273
$9K ﹤0.01%
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$8K ﹤0.01%
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275
$8K ﹤0.01%
100
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