AWMS

Advocacy Wealth Management Services Portfolio holdings

AUM $2.3B
1-Year Est. Return 10.71%
This Quarter Est. Return
1 Year Est. Return
+10.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$540M
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$47.5M
2
+$10.5M
3
+$8.25M
4
MOO icon
VanEck Agribusiness ETF
MOO
+$4.15M
5
IYT icon
iShares US Transportation ETF
IYT
+$4.14M

Top Sells

1
+$16.3M
2
+$10.5M
3
+$8.87M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$8.42M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$7.51M

Sector Composition

1 Consumer Discretionary 0.1%
2 Financials 0.07%
3 Technology 0.05%
4 Healthcare 0.05%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37K 0.01%
603
77
$37K 0.01%
290
78
$36K 0.01%
497
-153
79
$36K 0.01%
+173
80
$36K 0.01%
+975
81
$35K 0.01%
364
-141
82
$35K 0.01%
+870
83
$35K 0.01%
513
84
$32K 0.01%
395
-200,721
85
$31K 0.01%
215
86
$31K 0.01%
+1,565
87
$31K 0.01%
+312
88
$31K 0.01%
549
+23
89
$31K 0.01%
174
90
$29K 0.01%
610
91
$29K 0.01%
554
-128
92
$28K 0.01%
207
93
$28K 0.01%
+212
94
$27K 0.01%
220
-80
95
$26K ﹤0.01%
+667
96
$26K ﹤0.01%
256
97
$25K ﹤0.01%
159
+24
98
$24K ﹤0.01%
68
99
$24K ﹤0.01%
+81
100
$23K ﹤0.01%
+554
2 3
4
5 6