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 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
326
$1K ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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