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
276
$6K ﹤0.01%
89
277
$6K ﹤0.01%
48
-7
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$6K ﹤0.01%
550
-1,000
279
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41
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64
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-125
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$6K ﹤0.01%
750
283
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52
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135
285
$6K ﹤0.01%
125
-67
286
$6K ﹤0.01%
70
287
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$6K ﹤0.01%
500
289
$6K ﹤0.01%
150
290
$5K ﹤0.01%
35
291
$5K ﹤0.01%
250
-397
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$5K ﹤0.01%
500
293
$5K ﹤0.01%
125
294
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100
-55
295
$5K ﹤0.01%
86
-600
296
$5K ﹤0.01%
350
297
$5K ﹤0.01%
500
-550
298
$5K ﹤0.01%
100
299
$4K ﹤0.01%
100
-8,789
300
$4K ﹤0.01%
100
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