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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
$163M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.3M
3
+$1.01M
4
ETY icon
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
+$989K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$923K

Top Sells

1
+$49K
2
+$27K
3
+$24K
4
CSML
IndexIQ ETF Trust IQ U.S. Small Cap ETF
CSML
+$22K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$19.9K

Sector Composition

1 Energy 0.31%
2 Financials 0.3%
3 Consumer Discretionary 0.28%
4 Technology 0.28%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6K ﹤0.01%
81
152
$6K ﹤0.01%
200
153
$6K ﹤0.01%
210
154
$5K ﹤0.01%
100
155
$5K ﹤0.01%
+386
156
$5K ﹤0.01%
100
157
$5K ﹤0.01%
1,000
158
$4K ﹤0.01%
100
159
$4K ﹤0.01%
69
160
$4K ﹤0.01%
333
161
$4K ﹤0.01%
40
162
$4K ﹤0.01%
125
163
$3K ﹤0.01%
300
164
$3K ﹤0.01%
100
165
$3K ﹤0.01%
35
166
$3K ﹤0.01%
100
167
$2K ﹤0.01%
100
168
$2K ﹤0.01%
50
169
$1K ﹤0.01%
17
170
$1K ﹤0.01%
100
171
$1K ﹤0.01%
10
172
– –
-510
173
– –
-500
174
– –
-166
175
$0 ﹤0.01%
1
4 5 6
7
8