AWMS
Advocacy Wealth Management Services Portfolio holdings
AUM
$1.63B
This Quarter Return
+3.04%
1 Year Return
+9.78%
3 Year Return
+29.74%
5 Year Return
+41.95%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+38%)
Cap. Flow
+$52M
Cap. Flow
% of AUM
26.22%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
592
New
30
Increased
53
Reduced
195
Closed
176
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 1.66% |
| 2 | Financials | 0.97% |
| 3 | Industrials | 0.74% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Utilities | 0.57% |