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
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$351M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$42.1M
3
+$37.4M
4
OVL icon
Overlay Shares Large Cap Equity ETF
OVL
+$25.6M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.6M

Top Sells

1
+$21.2M
2
+$7.24M
3
+$7.22M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.82M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$4.87M

Sector Composition

1 Financials 0.14%
2 Consumer Discretionary 0.11%
3 Technology 0.07%
4 Energy 0.06%
5 Industrials 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-496
152
$0 ﹤0.01%
3
153
$0 ﹤0.01%
12
-225
154
$0 ﹤0.01%
1
155
$0 ﹤0.01%
14
156
$0 ﹤0.01%
10
157
– –
-105
158
– –
-297
159
– –
-325
160
– –
-60
161
– –
-162
162
– –
-94
163
– –
-3,028
164
– –
-16,641
165
– –
-483
166
– –
-60
167
– –
-115,394
3 4 5 6
7