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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
351
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-7,394
352
$0 ﹤0.01%
14
353
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-12,842
354
$0 ﹤0.01%
100
355
$0 ﹤0.01%
23
356
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-1,407
357
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-384
358
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359
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-914
360
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361
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364
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365
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366
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367
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-700
368
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$0 ﹤0.01%
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371
$0 ﹤0.01%
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372
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-7,192
373
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-500
374
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