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
301
$4K ﹤0.01%
50
302
$4K ﹤0.01%
300
303
$4K ﹤0.01%
23
-12
304
$4K ﹤0.01%
957
-14,481
305
$4K ﹤0.01%
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-43
306
$4K ﹤0.01%
64
307
$4K ﹤0.01%
+95
308
$4K ﹤0.01%
157
309
$3K ﹤0.01%
49
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30
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311
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35
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$3K ﹤0.01%
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$3K ﹤0.01%
+185
314
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37
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315
$3K ﹤0.01%
57
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316
$3K ﹤0.01%
38
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$3K ﹤0.01%
25
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140
+32
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$2K ﹤0.01%
50
320
$2K ﹤0.01%
175
321
$2K ﹤0.01%
147
322
$2K ﹤0.01%
40
323
$2K ﹤0.01%
200
324
$1K ﹤0.01%
65
325
$1K ﹤0.01%
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