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

Top Buys

1
+$41.2M
2
+$34.7M
3
+$6.53M
4
SLQD icon
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
+$6.5M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.41M

Top Sells

1
+$28M
2
+$14.1M
3
+$3.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.46M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.4M

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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