We are live on ! Find out more
AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $2.26B
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Sector Composition

1 Energy 3.49%
2 Financials 1.95%
3 Industrials 1.26%
4 Utilities 1.22%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$16K 0.01%
188
+66
277
$16K 0.01%
594
278
$16K 0.01%
399
+190
279
$15K 0.01%
+400
280
$15K 0.01%
+247
281
$15K 0.01%
702
-1,800
282
$15K 0.01%
206
+6
283
$15K 0.01%
183
-48
284
$15K 0.01%
28
-2
285
$15K 0.01%
+500
286
$15K 0.01%
+275
287
$15K 0.01%
400
288
$14K 0.01%
800
-100
289
$14K 0.01%
+450
290
$13K 0.01%
100
291
$13K 0.01%
+400
292
$12K 0.01%
+800
293
$11K 0.01%
106
+6
294
$11K 0.01%
139
295
$11K 0.01%
+500
296
$11K 0.01%
+400
297
$11K 0.01%
311
+147
298
$11K 0.01%
500
-50
299
$11K 0.01%
384
-220
300
$11K 0.01%
421
-1,786