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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 0.32%
2 Financials 0.19%
3 Consumer Discretionary 0.18%
4 Communication Services 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-10,000
302
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308
-5,000
309
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-3,000
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-900
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-149
317
$0 ﹤0.01%
+3
318
-400
319
-25,918
320
-48
321
-500
322
-500
323
$0 ﹤0.01%
+6
324
$0 ﹤0.01%
+3
325
$0 ﹤0.01%
+1