We are live on
!
Find out more
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
$133M
AUM Growth
-$30.2M
(-19%)
Holding
179
Top Buys
| 1 | +$1.45M | |
| 2 | +$62.6K | |
| 3 | +$38.5K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$24.2K |
| 5 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$22.6K |
Top Sells
| 1 | +$3.88M | |
| 2 | +$3.69M | |
| 3 | +$2.47M | |
| 4 |
SYSB
iShares Systematic Bond ETF
SYSB
|
+$1.73M |
| 5 |
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
|
+$1.27M |
Sector Composition
| 1 | Financials | 0.35% |
| 2 | Energy | 0.31% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Technology | 0.28% |
| 5 | Communication Services | 0.22% |