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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
$144M
AUM Growth
+$55.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$5.82M
3
+$5.13M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.99M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.68M

Top Sells

1
+$3.13M
2
+$1.63M
3
+$1.19M
4
BSJF
GUGGENGEIM BULLETSHARES 2015 HIGH YIELD CORPORATE BOND ETF
BSJF
+$1.06M
5
DSU icon
BlackRock Debt Strategies Fund
DSU
+$1.03M

Sector Composition

1 Energy 3.49%
2 Financials 1.95%
3 Industrials 1.26%
4 Utilities 1.22%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
+18
402
$1K ﹤0.01%
32
403
$1K ﹤0.01%
11
-363
404
$1K ﹤0.01%
18
-362
405
$1K ﹤0.01%
+100
406
$1K ﹤0.01%
35
-260
407
$1K ﹤0.01%
65
408
$1K ﹤0.01%
700
-19,199
409
$1K ﹤0.01%
39
410
$1K ﹤0.01%
2,295
-8,635
411
$1K ﹤0.01%
+10
412
$0 ﹤0.01%
7
413
– –
-4,000
414
– –
-255
415
– –
-200
416
– –
-237
417
– –
-250
418
– –
-500
419
$0 ﹤0.01%
5
-37
420
– –
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421
– –
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422
– –
-705
423
$0 ﹤0.01%
+8
424
$0 ﹤0.01%
+4
425
– –
0
15 16
17
18 19