AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $1.63B
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$387K 0.03%
5,219
-79
52
$332K 0.03%
3,086
+408
53
$299K 0.03%
4,948
-278
54
$258K 0.02%
8,919
-6,557
55
-17,465
56
-564,044
57
-152,356
58
-15,244
59
-49,654