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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
$333M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$38.1M
2
+$2M
3
+$1.48M
4
MINC
AdvisorShares Newfleet Multi-Sector Income ETF
MINC
+$1.44M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.24M

Top Sells

1
+$15.6M
2
+$8.99M
3
+$1.25M
4
SMLV icon
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
+$1.17M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$722K

Sector Composition

1 Industrials 0.32%
2 Financials 0.19%
3 Consumer Discretionary 0.18%
4 Communication Services 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$22K 0.01%
580
127
$22K 0.01%
163
-14
128
$22K 0.01%
211
-243
129
$22K 0.01%
513
-46
130
$22K 0.01%
200
-18
131
$22K 0.01%
500
-400
132
$21K 0.01%
1,832
-1,335
133
$21K 0.01%
151
-10
134
$21K 0.01%
+500
135
$21K 0.01%
593
+28
136
$20K 0.01%
405
-349
137
$20K 0.01%
520
138
$19K 0.01%
513
-87
139
$19K 0.01%
1,167
-166
140
$19K 0.01%
211
+11
141
$18K 0.01%
249
+30
142
$18K 0.01%
+350
143
$18K 0.01%
120
144
$18K 0.01%
254
-318
145
$18K 0.01%
236
-89
146
$18K 0.01%
+12,842
147
$17K 0.01%
100
-700
148
$17K 0.01%
244
-138
149
$17K 0.01%
208
150
$17K 0.01%
620
4 5
6
7 8