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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
$91.8M
AUM Growth
-$40.9M
(-31%)
Holding
187
Top Buys
| 1 | +$2.85M | |
| 2 | +$2.58M | |
| 3 | +$2.45M | |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$2.34M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$1.91M |
Top Sells
| 1 | +$18.2M | |
| 2 | +$14.7M | |
| 3 | +$13.2M | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$10.3M |
| 5 |
iShares Mortgage Real Estate ETF
REM
|
+$3.94M |
Sector Composition
| 1 | Financials | 0.51% |
| 2 | Consumer Discretionary | 0.38% |
| 3 | Energy | 0.3% |
| 4 | Technology | 0.25% |
| 5 | Consumer Staples | 0.14% |