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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
$2.3B
AUM Growth
+$674M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$43.2M
2
+$35.4M
3
+$26.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$22.8M
5
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$22.8M

Top Sells

1
+$34.8M
2
+$32M
3
+$18.8M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$15.1M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$15M

Sector Composition

1 Technology 7.98%
2 Healthcare 3.44%
3 Financials 2.76%
4 Communication Services 2.4%
5 Consumer Discretionary 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.49%
+76,618
52
$10.5M 0.46%
+135,590
53
$10.5M 0.46%
+267,632
54
$9.48M 0.41%
+213,207
55
$8.93M 0.39%
+25,317
56
$8.4M 0.36%
88,254
+4,998
57
$8.1M 0.35%
92,825
+19,945
58
$7.89M 0.34%
+58,787
59
$7.21M 0.31%
+29,234
60
$6.87M 0.3%
+28,537
61
$6.6M 0.29%
82,626
+13,002
62
$5.67M 0.25%
+198,435
63
$5.59M 0.24%
109,374
-26,823
64
$5.41M 0.23%
107,752
-13,081
65
$5.4M 0.23%
53,647
-6,481
66
$5.36M 0.23%
105,726
-12,886
67
$5.04M 0.22%
62,525
68
$4.94M 0.21%
97,361
-12,671
69
$3.8M 0.17%
140,218
70
$3.19M 0.14%
85,458
+19,493
71
$3.13M 0.14%
+29,115
72
$2.94M 0.13%
48,825
+2,022
73
$2.81M 0.12%
35,981
-2,562
74
$2.28M 0.1%
+11,180
75
$2.24M 0.1%
3,661
1 2
3
4 5