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AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $2.26B
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
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
+$3.42M
2
+$632K
3
+$627K
4
SPH icon
Suburban Propane Partners
SPH
+$566K
5
BX icon
Blackstone
BX
+$477K

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
326
$1K ﹤0.01%
65
327
$1K ﹤0.01%
39
328
$1K ﹤0.01%
70
329
– –
-125
330
– –
-1,201
331
– –
-150
332
– –
-650
333
– –
-10,552
334
– –
-400
335
$0 ﹤0.01%
1
-1,255
336
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337
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-431
338
– –
-5,033
339
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-10
340
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-7,244
341
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-241
342
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-12,000
343
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344
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0
346
$0 ﹤0.01%
4
347
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-816
348
– –
-8,661
349
$0 ﹤0.01%
7
350
– –
-15,774
12 13
14
15 16