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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
1 Year Est. Return
+13.25%
AUM
$150M
AUM Growth
+$11.7M
(+8.5%)
Holding
192
Top Buys
| 1 | +$2.73M | |
| 2 | +$2.23M | |
| 3 | +$1.69M | |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.04M |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$967K |
Top Sells
| 1 | +$1.68M | |
| 2 | +$639K | |
| 3 | +$292K | |
| 4 |
SYSB
iShares Systematic Bond ETF
SYSB
|
+$198K |
| 5 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$191K |
Sector Composition
| 1 | Financials | 0.33% |
| 2 | Consumer Discretionary | 0.26% |
| 3 | Industrials | 0.16% |
| 4 | Technology | 0.15% |
| 5 | Energy | 0.15% |