AWMS
Advocacy Wealth Management Services Portfolio holdings
AUM
$1.63B
1-Year Return
9.78%
This Quarter Return
+1.56%
1 Year Return
+9.78%
3 Year Return
+29.74%
5 Year Return
+41.95%
10 Year Return
–
AUM
$144M
AUM Growth
+$55.7M
(+63%)
Cap. Flow
+$55.6M
Cap. Flow
% of AUM
38.58%
Top 10 Holdings %
Top 10 Hldgs %
39.4%
Holding
703
New
127
Increased
81
Reduced
162
Closed
139
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 3.49% |
| 2 | Financials | 1.95% |
| 3 | Industrials | 1.26% |
| 4 | Utilities | 1.22% |
| 5 | Consumer Discretionary | 1.03% |