AWMS
Advocacy Wealth Management Services Portfolio holdings
AUM
$1.63B
This Quarter Return
+0.08%
1 Year Return
+9.78%
3 Year Return
+29.74%
5 Year Return
+41.95%
10 Year Return
–
AUM
$145M
AUM Growth
+$145M
(-42%)
Cap. Flow
-$104M
Cap. Flow
% of AUM
-71.52%
Top 10 Holdings %
Top 10 Hldgs %
94.26%
Holding
306
New
13
Increased
12
Reduced
70
Closed
72
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 0.43% |
| 2 | Consumer Discretionary | 0.4% |
| 3 | Financials | 0.39% |
| 4 | Energy | 0.34% |
| 5 | Healthcare | 0.31% |