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
$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
276
$6K ﹤0.01%
48
-7
277
$6K ﹤0.01%
550
-1,000
278
$6K ﹤0.01%
41
-100
279
$6K ﹤0.01%
64
-500
280
$6K ﹤0.01%
75
-125
281
$6K ﹤0.01%
750
282
$6K ﹤0.01%
52
-200
283
$6K ﹤0.01%
135
284
$6K ﹤0.01%
125
-67
285
$6K ﹤0.01%
70
286
$6K ﹤0.01%
130
287
$6K ﹤0.01%
500
288
$6K ﹤0.01%
150
289
$6K ﹤0.01%
531
290
$5K ﹤0.01%
125
291
$5K ﹤0.01%
100
-55
292
$5K ﹤0.01%
86
-600
293
$5K ﹤0.01%
350
294
$5K ﹤0.01%
500
-550
295
$5K ﹤0.01%
100
296
$5K ﹤0.01%
35
297
$5K ﹤0.01%
250
-397
298
$5K ﹤0.01%
500
299
$4K ﹤0.01%
100
300
$4K ﹤0.01%
50
10 11
12
13 14