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
$757M
AUM Growth
+$72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$34.3M
3
+$6.55M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$6.53M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.52M

Top Sells

1
+$27.6M
2
+$14M
3
+$3.75M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.45M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.38M

Sector Composition

1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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