AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $1.63B
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$6.01M
2
+$5.94M
3
+$5.49M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$4.87M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$3.08M

Top Sells

1
+$3.39M
2
+$641K
3
+$629K
4
SPH icon
Suburban Propane Partners
SPH
+$562K
5
BX icon
Blackstone
BX
+$466K

Sector Composition

1 Industrials 0.42%
2 Consumer Discretionary 0.33%
3 Financials 0.29%
4 Energy 0.28%
5 Technology 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
100
252
$8K ﹤0.01%
100
-300
253
$8K ﹤0.01%
200
254
$8K ﹤0.01%
209
255
$8K ﹤0.01%
388
256
$8K ﹤0.01%
343
-28
257
$8K ﹤0.01%
260
258
$7K ﹤0.01%
1,136
259
$7K ﹤0.01%
500
260
$7K ﹤0.01%
500
-500
261
$7K ﹤0.01%
169
262
$7K ﹤0.01%
106
263
$7K ﹤0.01%
300
264
$7K ﹤0.01%
+800
265
$7K ﹤0.01%
200
266
$7K ﹤0.01%
358
-191
267
$7K ﹤0.01%
139
-700
268
$7K ﹤0.01%
150
269
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227
-32
270
$7K ﹤0.01%
150
-2,741
271
$7K ﹤0.01%
200
272
$6K ﹤0.01%
531
273
$6K ﹤0.01%
100
274
$6K ﹤0.01%
197
-106
275
$6K ﹤0.01%
300
9 10
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