AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $1.47B
This Quarter Return
-0.91%
1 Year Return
+4.03%
3 Year Return
+9.75%
5 Year Return
+45.29%
10 Year Return
AUM
$1.47B
AUM Growth
+$153M
Cap. Flow
+$168M
Cap. Flow %
11.46%
Top 10 Hldgs %
60.42%
Holding
61
New
8
Increased
26
Reduced
17
Closed
6
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$572K0.04%
+11,009
New
+$572K
$538K0.04% 10,613
-856,718
-99%
-$43.4M
$477K0.03% 852
$232K0.02% 2,472
-685
-22%
-$64.2K
$221K0.02% 2,683
-721
-21%
-$59.5K
-5,420
Closed
-$261K
-7,041
Closed
-$331K
-217,916
Closed
-$10.1M
-4,824
Closed
-$228K
-99,113
Closed
-$23.8M
-3,989
Closed
-$429K